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RWIBX vs WIMVX
RWIBX vs WIMVX Comparison
Open Charts RWIBX vs WIMVX
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Inst
Price$11.71
Change-$0.10 (-0.85%)
VolumeN/A
CapitalizationN/A
RWIBX vs WIMVX Comparison Chart
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RWIBX vs. WIMVX commentary
Dec 19, 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 WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. WIMVX (37.2M). RWIBX pays higher dividends than WIMVX: RWIBX (1.05) vs WIMVX (0.70). RWIBX was incepted earlier than WIMVX: RWIBX (23 years) vs WIMVX (17 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). 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 : 16.62 vs. RWIBX (11.34). RWIBX return over 5 years is better than : 29.64 vs. WIMVX (12.25).
| RWIBX | WIMVX | RWIBX / WIMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.781 | 15.369 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 37.2M | 325,269% |
| Annual Yield % from dividends | 1.05 | 0.70 | 150% |
| Returns for 1 year | 11.34 | 16.62 | 68% |
| Returns for 3 years | 8.41 | 13.57 | 62% |
| Returns for 5 years | 29.64 | 12.25 | 242% |
| Returns for 10 years | 44.22 | 28.71 | 154% |