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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$68.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.63
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets34.64M
RWIFX vs WIMVX Comparison Chart
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RWIFX vs. WIMVX commentary
Jun 07, 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 WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. WIMVX (34.6M). RWIFX pays higher dividends than WIMVX: RWIFX (1.80) vs WIMVX (0.90). 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 : 6.46 vs. WIMVX (5.49). RWIFX return over 5 years is better than : 46.84 vs. WIMVX (22.02).
| 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 | 8.778 | 4.111 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 1.80 | 0.90 | 200% |
| Returns for 1 year | 6.46 | 5.49 | 118% |
| Returns for 3 years | 30.39 | 29.45 | 103% |
| Returns for 5 years | 46.84 | 22.02 | 213% |
| Returns for 10 years | 53.92 | 29.93 | 180% |
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