Interact to see
Advertisement
Advertisement
AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$26.90
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc R2
Price$71.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVFX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AGVFX (18B). RWIBX pays higher dividends than AGVFX: RWIBX (0.82) vs AGVFX (0.77). AGVFX was incepted earlier than RWIBX: AGVFX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AGVFX (0.86). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 15.74 vs. RWIBX (10.52). AGVFX return over 5 years is better than : 61.14 vs. RWIBX (43.49).
| AGVFX | RWIBX | AGVFX / RWIBX | |
| Total Expense Ratio | 0.86 | 1.51 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.51 | 57% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.500 | 14.943 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.77 | 0.82 | 94% |
| Returns for 1 year | 15.74 | 10.52 | 150% |
| Returns for 3 years | 44.41 | 38.46 | 115% |
| Returns for 5 years | 61.14 | 43.49 | 141% |
| Returns for 10 years | N/A | 59.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement