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RWIBX vs WIMVX
RWIBX vs WIMVX Comparison
Open Charts RWIBX vs WIMVX
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets109.46B
Segall Bryant & Hamill Glb All Cp Inst
Price$10.54
Change+$0.83 (+8.55%)
VolumeN/A
Net Assets29.72M
RWIBX vs WIMVX Comparison Chart
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RWIBX vs. WIMVX commentary
Apr 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: 109B vs. WIMVX (29.7M). WIMVX (0.96) and RWIBX (0.92) 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 (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 : -10.47 vs. RWIBX (-11.60). RWIBX return over 5 years is better than : 33.84 vs. WIMVX (14.97).
| 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 | -10.493 | -13.226 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 29.7M | 367,003% |
| Annual Yield % from dividends | 0.92 | 0.96 | 96% |
| Returns for 1 year | -11.60 | -10.47 | 111% |
| Returns for 3 years | -0.36 | 2.12 | -17% |
| Returns for 5 years | 33.84 | 14.97 | 226% |
| Returns for 10 years | 20.23 | 7.67 | 264% |
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