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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
Vanguard Global Minimum Volatility I
Price$16.20
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.11B
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
Apr 04, 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 RWIBX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. VMVFX (2.11B). VMVFX pays higher dividends than RWIBX: VMVFX (1.77) vs RWIBX (0.92). RWIBX was incepted earlier than VMVFX: RWIBX (23 years) vs VMVFX (11 years). RWIBX (1.51) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VMVFX: RWIBX (250) vs VMVFX (3000). VMVFX annual gain was more profitable for investors over the last year : 7.97 vs. RWIBX (-0.58). RWIBX return over 5 years is better than : 64.01 vs. VMVFX (48.61).
| RWIBX | VMVFX | RWIBX / VMVFX | |
| Total Expense Ratio | 1.51 | 0.21 | 719% |
| Annual Report Gross Expense Ratio | 1.51 | 0.21 | 719% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.679 | 6.173 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.11B | 5,821% |
| Annual Yield % from dividends | 0.92 | 1.77 | 52% |
| Returns for 1 year | -0.58 | 7.97 | -7% |
| Returns for 3 years | 9.55 | 13.83 | 69% |
| Returns for 5 years | 64.01 | 48.61 | 132% |
| Returns for 10 years | 37.24 | 46.50 | 80% |