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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$63.35
Change-$0.35 (-0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Global Minimum Volatility I
Price$15.47
Change-$0.05 (-0.32%)
VolumeN/A
CapitalizationN/A
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
Dec 28, 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 Buy and VMVFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. VMVFX (2.12B). 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). VMVFX annual gain was more profitable for investors over the last year : 10.07 vs. RWIBX (7.79). RWIBX return over 5 years is better than : 26.14 vs. VMVFX (7.26).
| 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 | 7.941 | 9.912 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.12B | 5,982% |
| Annual Yield % from dividends | 1.05 | 2.81 | 37% |
| Returns for 1 year | 7.79 | 10.07 | 77% |
| Returns for 3 years | 3.18 | 5.66 | 56% |
| Returns for 5 years | 26.14 | 7.26 | 360% |
| Returns for 10 years | 42.17 | 46.33 | 91% |
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