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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$67.10
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Global Minimum Volatility I
Price$16.53
Change+$0.11 (+0.67%)
VolumeN/A
CapitalizationN/A
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
Nov 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 126B vs. VMVFX (2.06B). VMVFX pays higher dividends than RWIBX: VMVFX (2.81) vs RWIBX (1.05). RWIBX was incepted earlier than VMVFX: RWIBX (22 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 : 17.92 vs. VMVFX (17.01). RWIBX return over 5 years is better than : 37.84 vs. VMVFX (13.09).
| RWIBX | VMVFX | RWIBX / VMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 13.562 | 16.619 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 2.06B | 6,117% |
| Annual Yield % from dividends | 1.05 | 2.81 | 37% |
| Returns for 1 year | 17.92 | 17.01 | 105% |
| Returns for 3 years | 4.49 | 10.61 | 42% |
| Returns for 5 years | 37.84 | 13.09 | 289% |
| Returns for 10 years | 46.11 | 51.17 | 90% |
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