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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Vanguard Global Minimum Volatility I
Price$16.96
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.14B
RWIFX vs VMVFX Comparison Chart in %
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RWIFX vs. VMVFX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. VMVFX (2.15B). VMVFX (1.71) and RWIFX (1.69) 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 annual gain was more profitable for investors over the last year : 13.51 vs. VMVFX (5.18). RWIFX return over 5 years is better than : 48.74 vs. VMVFX (29.77).
| 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 | 16.421 | 10.201 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.15B | 6,387% |
| Annual Yield % from dividends | 1.69 | 1.71 | 98% |
| Returns for 1 year | 13.51 | 5.18 | 261% |
| Returns for 3 years | 55.27 | 25.51 | 217% |
| Returns for 5 years | 48.74 | 29.77 | 164% |
| Returns for 10 years | 77.64 | 55.79 | 139% |