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RWIEX vs WIMVX
RWIEX vs WIMVX Comparison
Open Charts RWIEX vs WIMVX
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.63
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets34.64M
RWIEX vs WIMVX Comparison Chart
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RWIEX vs. WIMVX commentary
Jun 07, 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 Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. WIMVX (34.6M). RWIEX pays higher dividends than WIMVX: RWIEX (1.53) vs WIMVX (0.90). 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 : 6.13 vs. WIMVX (5.49). RWIEX return over 5 years is better than : 45.35 vs. WIMVX (22.02).
| 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 | 8.642 | 4.111 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 1.53 | 0.90 | 169% |
| Returns for 1 year | 6.13 | 5.49 | 112% |
| Returns for 3 years | 29.48 | 29.45 | 100% |
| Returns for 5 years | 45.35 | 22.02 | 206% |
| Returns for 10 years | 52.30 | 29.93 | 175% |