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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$66.36
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Vanguard Global Minimum Volatility I
Price$15.88
Change+$0.24 (+1.53%)
VolumeN/A
Net Assets2.03B
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
Jan 31, 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: 128B vs. VMVFX (2.03B). 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 : 11.89 vs. VMVFX (8.05). RWIFX return over 5 years is better than : 37.26 vs. VMVFX (7.85).
| 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 | 4.405 | 1.624 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.03B | 6,315% |
| Annual Yield % from dividends | 1.94 | 2.81 | 69% |
| Returns for 1 year | 11.89 | 8.05 | 148% |
| Returns for 3 years | 14.01 | 10.56 | 133% |
| Returns for 5 years | 37.26 | 7.85 | 475% |
| Returns for 10 years | 51.50 | 45.84 | 112% |
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