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RWIFX vs VMVFX
RWIFX vs VMVFX Comparison
Open Charts RWIFX vs VMVFX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
RWIFX vs VMVFX Comparison Chart
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RWIFX vs. VMVFX commentary
Jun 15, 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: 132B vs. VMVFX (2.09B). RWIFX (1.80) and VMVFX (1.74) 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). VMVFX annual gain was more profitable for investors over the last year : 10.20 vs. RWIFX (6.65). RWIFX return over 5 years is better than : 53.30 vs. VMVFX (33.85).
| 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 | 9.163 | 8.512 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.09B | 6,307% |
| Annual Yield % from dividends | 1.80 | 1.74 | 103% |
| Returns for 1 year | 6.65 | 10.20 | 65% |
| Returns for 3 years | 45.12 | 26.94 | 168% |
| Returns for 5 years | 53.30 | 33.85 | 157% |
| Returns for 10 years | 53.59 | 50.50 | 106% |
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