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RWIBX vs VMVFX
RWIBX vs VMVFX Comparison
Open Charts RWIBX vs VMVFX
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Vanguard Global Minimum Volatility I
Price$16.51
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
RWIBX vs VMVFX Comparison Chart
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RWIBX vs. VMVFX commentary
May 23, 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: 128B vs. VMVFX (2.13B). VMVFX pays higher dividends than RWIBX: VMVFX (1.78) vs RWIBX (0.91). 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 : 9.01 vs. RWIBX (2.17). RWIBX return over 5 years is better than : 50.58 vs. VMVFX (36.25).
| 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 | 5.657 | 8.187 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.13B | 5,998% |
| Annual Yield % from dividends | 0.91 | 1.78 | 51% |
| Returns for 1 year | 2.17 | 9.01 | 24% |
| Returns for 3 years | 29.72 | 22.41 | 133% |
| Returns for 5 years | 50.58 | 36.25 | 140% |
| Returns for 10 years | 40.35 | 48.14 | 84% |
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