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RWIBX vs WIMVX
RWIBX vs WIMVX Comparison
Open Charts RWIBX vs WIMVX
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.85M
RWIBX vs WIMVX Comparison Chart
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RWIBX vs. WIMVX commentary
May 11, 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 WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. WIMVX (33.9M). WIMVX (0.95) and RWIBX (0.91) have matching dividends . RWIBX was incepted earlier than WIMVX: RWIBX (23 years) vs WIMVX (18 years). RWIBX (1.51) is less costly to investors than WIMVX (1.35). RWIBX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). RWIBX has a lower initial minimum investment than WIMVX: RWIBX (250) vs WIMVX (250000). WIMVX annual gain was more profitable for investors over the last year : 2.52 vs. RWIBX (1.36). RWIBX return over 5 years is better than : 47.10 vs. WIMVX (27.06).
| RWIBX | WIMVX | RWIBX / WIMVX | |
| Total Expense Ratio | 1.51 | 0.74 | 204% |
| Annual Report Gross Expense Ratio | 1.51 | 1.35 | 112% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.552 | 0.357 | 714% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 33.9M | 368,732% |
| Annual Yield % from dividends | 0.91 | 0.95 | 96% |
| Returns for 1 year | 1.36 | 2.52 | 54% |
| Returns for 3 years | 28.12 | 33.18 | 85% |
| Returns for 5 years | 47.10 | 27.06 | 174% |
| Returns for 10 years | 37.93 | 22.65 | 167% |
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