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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Vanguard Global Minimum Volatility I
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.09B
RWIFX vs VMVFX Comparison Chart in %
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RWIFX vs. VMVFX commentary
Jul 06, 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 VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. VMVFX (2.09B). VMVFX (1.73) and RWIFX (1.72) have matching dividends . RWIFX was incepted earlier than VMVFX: RWIFX (23 years) vs VMVFX (12 years). RWIFX (0.46) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VMVFX: RWIFX (250) vs VMVFX (3000). RWIFX (9.68) and VMVFX (9.21) have marching annual gain over last year. RWIFX return over 5 years is better than : 54.61 vs. VMVFX (31.88).
| RWIFX | VMVFX | RWIFX / VMVFX | |
| Total Expense Ratio | 0.46 | 0.21 | 219% |
| Annual Report Gross Expense Ratio | 0.46 | 0.21 | 219% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.737 | 9.032 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.72 | 1.73 | 99% |
| Returns for 1 year | 9.68 | 9.21 | 105% |
| Returns for 3 years | 51.39 | 23.19 | 222% |
| Returns for 5 years | 54.61 | 31.88 | 171% |
| Returns for 10 years | 64.73 | 51.48 | 126% |
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