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RWBEX vs WIMVX
RWBEX vs WIMVX Comparison
Open Charts RWBEX vs WIMVX
American Funds Capital World Gr&Inc R2E
Price$74.54
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.24
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets35.8M
RWBEX vs WIMVX Comparison Chart in %
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RWBEX vs. WIMVX commentary
Sep 18, 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 StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. WIMVX (35.8M). RWBEX pays higher dividends than WIMVX: RWBEX (1.04) vs WIMVX (0.86). RWBEX was incepted earlier than WIMVX: RWBEX (11 years) vs WIMVX (18 years). WIMVX (1.44) 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). RWBEX annual gain was more profitable for investors over the last year : 12.83 vs. WIMVX (4.28). RWBEX return over 5 years is better than : 50.22 vs. WIMVX (28.89).
| RWBEX | WIMVX | RWBEX / WIMVX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.21 | 1.44 | 84% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 18.684 | 9.562 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 1.04 | 0.86 | 121% |
| Returns for 1 year | 12.83 | 4.28 | 300% |
| Returns for 3 years | 56.93 | 46.59 | 122% |
| Returns for 5 years | 50.22 | 28.89 | 174% |
| Returns for 10 years | 77.80 | 44.17 | 176% |
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