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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$65.86
Change+$0.58 (+0.89%)
VolumeN/A
Net Assets127.38B
Vanguard Global Minimum Volatility I
Price$16.20
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.08B
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
Mar 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 StrongBuy and VMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. VMVFX (2.08B). VMVFX pays higher dividends than RWIFX: VMVFX (2.81) vs RWIFX (1.94). RWIFX was incepted earlier than VMVFX: RWIFX (23 years) vs VMVFX (11 years). VMVFX is a more actively managed with annual turnover of: 45.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VMVFX: RWIFX (250) vs VMVFX (3000). VMVFX annual gain was more profitable for investors over the last year : 8.62 vs. RWIFX (6.79). RWIFX return over 5 years is better than : 46.61 vs. VMVFX (20.76).
| RWIFX | VMVFX | RWIFX / VMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 3.619 | 5.263 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.08B | 6,115% |
| Annual Yield % from dividends | 1.94 | 2.81 | 69% |
| Returns for 1 year | 6.79 | 8.62 | 79% |
| Returns for 3 years | 19.70 | 17.48 | 113% |
| Returns for 5 years | 46.61 | 20.76 | 225% |
| Returns for 10 years | 45.64 | 47.13 | 97% |
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