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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
Vanguard Global Minimum Volatility I
Price$16.04
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.13B
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
Apr 25, 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: 119B vs. VMVFX (2.13B). 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 : 6.78 vs. RWIBX (0.61). RWIBX return over 5 years is better than : 47.17 vs. VMVFX (32.54).
| 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 | -0.617 | 3.964 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.13B | 5,582% |
| Annual Yield % from dividends | 0.92 | 1.77 | 52% |
| Returns for 1 year | 0.61 | 6.78 | 9% |
| Returns for 3 years | 16.45 | 12.55 | 131% |
| Returns for 5 years | 47.17 | 32.54 | 145% |
| Returns for 10 years | 32.15 | 42.72 | 75% |
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