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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$68.22
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Global Minimum Volatility I
Price$16.53
Change+$0.11 (+0.67%)
VolumeN/A
CapitalizationN/A
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
Nov 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. VMVFX (2.06B). 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). RWIFX annual gain was more profitable for investors over the last year : 19.18 vs. VMVFX (17.01). RWIFX return over 5 years is better than : 41.97 vs. VMVFX (13.09).
| 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 | 14.630 | 16.619 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 2.06B | 6,117% |
| Annual Yield % from dividends | 1.94 | 2.81 | 69% |
| Returns for 1 year | 19.18 | 17.01 | 113% |
| Returns for 3 years | 6.79 | 10.61 | 64% |
| Returns for 5 years | 41.97 | 13.09 | 321% |
| Returns for 10 years | 51.27 | 51.17 | 100% |