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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
Vanguard Global Minimum Volatility I
Price$16.20
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.11B
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
Apr 04, 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: 123B vs. VMVFX (2.11B). RWIFX pays higher dividends than VMVFX: RWIFX (1.93) vs VMVFX (1.77). RWIFX was incepted earlier than VMVFX: RWIFX (23 years) vs VMVFX (11 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). VMVFX annual gain was more profitable for investors over the last year : 7.97 vs. RWIFX (0.55). RWIFX return over 5 years is better than : 70.05 vs. VMVFX (48.61).
| 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 | 11 years | - |
| Gain YTD | 0.945 | 6.173 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.11B | 5,821% |
| Annual Yield % from dividends | 1.93 | 1.77 | 109% |
| Returns for 1 year | 0.55 | 7.97 | 7% |
| Returns for 3 years | 12.30 | 13.83 | 89% |
| Returns for 5 years | 70.05 | 48.61 | 144% |
| Returns for 10 years | 42.59 | 46.50 | 92% |
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