Ad is loading...
RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$64.37
Change-$0.35 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Global Minimum Volatility I
Price$15.47
Change-$0.05 (-0.32%)
VolumeN/A
CapitalizationN/A
RWIFX vs VMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VMVFX commentary
Dec 28, 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 Buy and VMVFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. VMVFX (2.12B). 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 : 10.07 vs. RWIFX (9.02). RWIFX return over 5 years is better than : 30.35 vs. VMVFX (7.26).
| 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 | 9.163 | 9.912 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.12B | 5,982% |
| Annual Yield % from dividends | 1.94 | 2.81 | 69% |
| Returns for 1 year | 9.02 | 10.07 | 90% |
| Returns for 3 years | 5.48 | 5.66 | 97% |
| Returns for 5 years | 30.35 | 7.26 | 418% |
| Returns for 10 years | 47.37 | 46.33 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...