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RWIEX vs WIMVX
RWIEX vs WIMVX Comparison
Open Charts RWIEX vs WIMVX
American Funds Capital World Gr&Inc R4
Price$70.67
Change-$0.23 (-0.32%)
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
RWIEX vs WIMVX Comparison Chart in %
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RWIEX 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 RWIEX is a StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. WIMVX (35.6M). RWIEX pays higher dividends than WIMVX: RWIEX (1.46) vs WIMVX (0.87). RWIEX was incepted earlier than WIMVX: RWIEX (23 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). RWIEX has a lower initial minimum investment than WIMVX: RWIEX (250) vs WIMVX (250000). RWIEX annual gain was more profitable for investors over the last year : 9.93 vs. WIMVX (8.16). RWIEX return over 5 years is better than : 51.94 vs. WIMVX (30.89).
| RWIEX | WIMVX | RWIEX / WIMVX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.76 | 1.44 | 53% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 12.817 | 7.417 | 173% |
| 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 | 1.46 | 0.87 | 168% |
| Returns for 1 year | 9.93 | 8.16 | 122% |
| Returns for 3 years | 49.21 | 44.74 | 110% |
| Returns for 5 years | 51.94 | 30.89 | 168% |
| Returns for 10 years | 60.12 | 35.53 | 169% |
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