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RWBEX vs WIMVX
RWBEX vs WIMVX Comparison
Open Charts RWBEX vs WIMVX
American Funds Capital World Gr&Inc R2E
Price$64.84
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.85M
RWBEX vs WIMVX Comparison Chart
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RWBEX vs. WIMVX commentary
May 12, 2025
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 Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. WIMVX (33.9M). RWBEX pays higher dividends than WIMVX: RWBEX (1.18) vs WIMVX (0.95). RWBEX was incepted earlier than WIMVX: RWBEX (11 years) vs WIMVX (18 years). WIMVX (1.35) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). RWBEX has a lower initial minimum investment than WIMVX: RWBEX (250) vs WIMVX (250000). WIMVX annual gain was more profitable for investors over the last year : 2.52 vs. RWBEX (1.75). RWBEX return over 5 years is better than : 48.77 vs. WIMVX (27.06).
| RWBEX | WIMVX | RWBEX / WIMVX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.21 | 1.35 | 90% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 2.676 | 0.357 | 749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 33.9M | 368,732% |
| Annual Yield % from dividends | 1.18 | 0.95 | 125% |
| Returns for 1 year | 1.75 | 2.52 | 69% |
| Returns for 3 years | 29.12 | 33.18 | 88% |
| Returns for 5 years | 48.77 | 27.06 | 180% |
| Returns for 10 years | 39.43 | 22.65 | 174% |
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