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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
Vanguard Global Minimum Volatility I
Price$15.88
Change+$0.24 (+1.53%)
VolumeN/A
Net Assets2.03B
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
Jan 31, 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 StrongBuy and VMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. VMVFX (2.03B). VMVFX pays higher dividends than RWIBX: VMVFX (2.81) vs RWIBX (1.05). RWIBX was incepted earlier than VMVFX: RWIBX (23 years) vs VMVFX (11 years). VMVFX is a more actively managed with annual turnover of: 45.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VMVFX: RWIBX (250) vs VMVFX (3000). RWIBX annual gain was more profitable for investors over the last year : 10.64 vs. VMVFX (8.05). RWIBX return over 5 years is better than : 32.84 vs. VMVFX (7.85).
| RWIBX | VMVFX | RWIBX / VMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 4.317 | 1.624 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.03B | 6,315% |
| Annual Yield % from dividends | 1.05 | 2.81 | 37% |
| Returns for 1 year | 10.64 | 8.05 | 132% |
| Returns for 3 years | 11.52 | 10.56 | 109% |
| Returns for 5 years | 32.84 | 7.85 | 419% |
| Returns for 10 years | 46.18 | 45.84 | 101% |
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