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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$70.91
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.00
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets35.61M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Jul 03, 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 WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. WIMVX (35.6M). RWIFX pays higher dividends than WIMVX: RWIFX (1.72) vs WIMVX (0.87). RWIFX was incepted earlier than WIMVX: RWIFX (23 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). RWIFX has a lower initial minimum investment than WIMVX: RWIFX (250) vs WIMVX (250000). RWIFX annual gain was more profitable for investors over the last year : 10.29 vs. WIMVX (8.16). RWIFX return over 5 years is better than : 53.60 vs. WIMVX (30.89).
| RWIFX | WIMVX | RWIFX / WIMVX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 1.44 | 32% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 12.990 | 7.417 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.6M | 379,213% |
| Annual Yield % from dividends | 1.72 | 0.87 | 199% |
| Returns for 1 year | 10.29 | 8.16 | 126% |
| Returns for 3 years | 50.39 | 44.74 | 113% |
| Returns for 5 years | 53.60 | 30.89 | 174% |
| Returns for 10 years | 61.98 | 35.53 | 174% |
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