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RWIFX vs RWIHX
RWIFX vs RWIHX Comparison
Open Charts RWIFX vs RWIHX
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc R5E
Price$61.53
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
RWIFX vs RWIHX Comparison Chart
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RWIFX vs. RWIHX commentary
Apr 04, 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 RWIFX is a Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX (123B) and RWIHX (123B) have equal amount of cash in the bank . RWIFX (1.93) and RWIHX (1.84) have matching dividends . RWIFX was incepted earlier than RWIHX: RWIFX (23 years) vs RWIHX (9 years). RWIHX (0.56) is less costly to investors than RWIFX (0.46). RWIFX (27.00) and RWIHX (27.00) have comparable annual turnover. RWIFX (250) and RWIHX (250) have matching initial minimum investment requirements. RWIFX annual gain was more profitable for investors over the last year : 0.55 vs. RWIHX (0.42). RWIFX (70.05) and RWIHX (69.42) have equivalent 5 years return.
| RWIFX | RWIHX | RWIFX / RWIHX | |
| Total Expense Ratio | 0.46 | 0.56 | 82% |
| Annual Report Gross Expense Ratio | 0.46 | 0.56 | 82% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.945 | 0.906 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.93 | 1.84 | 105% |
| Returns for 1 year | 0.55 | 0.42 | 130% |
| Returns for 3 years | 12.30 | 12.01 | 102% |
| Returns for 5 years | 70.05 | 69.42 | 101% |
| Returns for 10 years | 42.59 | N/A | - |
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