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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$71.72
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets136.27B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets35.27M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Jul 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 Hold and WIMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. WIMVX (35.3M). 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 : 11.20 vs. WIMVX (6.03). RWIFX return over 5 years is better than : 49.01 vs. WIMVX (25.55).
| 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 | 14.181 | 6.613 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.3M | 385,269% |
| Annual Yield % from dividends | 1.72 | 0.87 | 199% |
| Returns for 1 year | 11.20 | 6.03 | 186% |
| Returns for 3 years | 50.41 | 37.96 | 133% |
| Returns for 5 years | 49.01 | 25.55 | 192% |
| Returns for 10 years | 64.31 | 35.05 | 184% |
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