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RWIBX vs WIMVX
RWIBX vs WIMVX Comparison
Open Charts RWIBX vs WIMVX
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets125.76B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.47
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets35.96M
RWIBX vs WIMVX Comparison Chart
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RWIBX vs. WIMVX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 126B vs. WIMVX (36M). 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 : 13.42 vs. RWIBX (10.02). RWIBX return over 5 years is better than : 24.76 vs. WIMVX (10.71).
| 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 | 2.014 | 2.502 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 36M | 350,000% |
| Annual Yield % from dividends | 1.05 | 0.70 | 150% |
| Returns for 1 year | 10.02 | 13.42 | 75% |
| Returns for 3 years | 6.90 | 16.56 | 42% |
| Returns for 5 years | 24.76 | 10.71 | 231% |
| Returns for 10 years | 44.15 | 28.39 | 156% |
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