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RWBEX vs WIMVX
RWBEX vs WIMVX Comparison
Open Charts RWBEX vs WIMVX
American Funds Capital World Gr&Inc R2E
Price$71.17
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.90
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets35.23M
RWBEX vs WIMVX Comparison Chart in %
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RWBEX vs. WIMVX commentary
Jul 14, 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: 136B vs. WIMVX (35.2M). RWBEX pays higher dividends than WIMVX: RWBEX (1.06) vs WIMVX (0.87). 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 : 7.23 vs. WIMVX (5.02). RWBEX return over 5 years is better than : 47.32 vs. WIMVX (29.31).
| 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 | 13.148 | 6.345 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.2M | 386,364% |
| Annual Yield % from dividends | 1.06 | 0.87 | 122% |
| Returns for 1 year | 7.23 | 5.02 | 144% |
| Returns for 3 years | 51.05 | 43.80 | 117% |
| Returns for 5 years | 47.32 | 29.31 | 161% |
| Returns for 10 years | 56.00 | 31.60 | 177% |
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