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RWBEX vs VMVFX
RWBEX vs VMVFX Comparison
Open Charts RWBEX vs VMVFX
American Funds Capital World Gr&Inc R2E
Price$64.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Global Minimum Volatility I
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RWBEX vs VMVFX Comparison Chart
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RWBEX vs. VMVFX commentary
May 09, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWBEX is a Hold and VMVFX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 124B vs. VMVFX (1.97B). VMVFX pays higher dividends than RWBEX: VMVFX (2.81) vs RWBEX (1.28). RWBEX was incepted earlier than VMVFX: RWBEX (10 years) vs VMVFX (10 years). VMVFX is a more actively managed with annual turnover of: 45.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than VMVFX: RWBEX (250) vs VMVFX (3000). RWBEX annual gain was more profitable for investors over the last year : 18.78 vs. VMVFX (10.22). RWBEX return over 5 years is better than : 41.40 vs. VMVFX (12.85).
| RWBEX | VMVFX | RWBEX / VMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 7.683 | 7.599 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 1.97B | 6,282% |
| Annual Yield % from dividends | 1.28 | 2.81 | 46% |
| Returns for 1 year | 18.78 | 10.22 | 184% |
| Returns for 3 years | 3.70 | 5.14 | 72% |
| Returns for 5 years | 41.40 | 12.85 | 322% |
| Returns for 10 years | N/A | 52.98 | - |
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