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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
Vanguard Global Minimum Volatility I
Price$16.51
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
May 23, 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: 128B vs. VMVFX (2.13B). RWIFX pays higher dividends than VMVFX: RWIFX (1.91) vs VMVFX (1.78). 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 : 9.01 vs. RWIFX (3.79). RWIFX return over 5 years is better than : 56.08 vs. VMVFX (36.25).
| 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 | 6.030 | 8.187 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.13B | 5,998% |
| Annual Yield % from dividends | 1.91 | 1.78 | 107% |
| Returns for 1 year | 3.79 | 9.01 | 42% |
| Returns for 3 years | 31.00 | 22.41 | 138% |
| Returns for 5 years | 56.08 | 36.25 | 155% |
| Returns for 10 years | 45.78 | 48.14 | 95% |
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