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RWIBX vs WIMVX
RWIBX vs WIMVX Comparison
Open Charts RWIBX vs WIMVX
American Funds Capital World Gr&Inc R2
Price$69.76
Change-$0.23 (-0.33%)
VolumeN/A
Net Assets135.18B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.00
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets35.61M
RWIBX vs WIMVX Comparison Chart in %
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RWIBX vs. WIMVX commentary
Jul 03, 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 StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. WIMVX (35.6M). WIMVX pays higher dividends than RWIBX: WIMVX (0.87) vs RWIBX (0.82). RWIBX was incepted earlier than WIMVX: RWIBX (23 years) vs WIMVX (18 years). RWIBX (1.51) and WIMVX (1.44) have similar cost to investors . 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). RWIBX annual gain was more profitable for investors over the last year : 9.05 vs. WIMVX (8.16). RWIBX return over 5 years is better than : 47.79 vs. WIMVX (30.89).
| RWIBX | WIMVX | RWIBX / WIMVX | |
| Total Expense Ratio | 1.51 | 0.74 | 204% |
| Annual Report Gross Expense Ratio | 1.51 | 1.44 | 105% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 12.405 | 7.417 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.6M | 379,213% |
| Annual Yield % from dividends | 0.82 | 0.87 | 94% |
| Returns for 1 year | 9.05 | 8.16 | 111% |
| Returns for 3 years | 46.29 | 44.74 | 103% |
| Returns for 5 years | 47.79 | 30.89 | 155% |
| Returns for 10 years | 55.49 | 35.53 | 156% |
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