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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.98
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets34.6M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Nov 20, 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: 140B vs. WIMVX (34.6M). RWIFX pays higher dividends than WIMVX: RWIFX (1.60) vs WIMVX (0.84). RWIFX was incepted earlier than WIMVX: RWIFX (24 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 : 12.50 vs. WIMVX (1.89). RWIFX return over 5 years is better than : 43.18 vs. WIMVX (17.98).
| RWIFX | WIMVX | RWIFX / WIMVX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 1.44 | 32% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.166 | 8.043 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 34.6M | 404,624% |
| Annual Yield % from dividends | 1.60 | 0.84 | 191% |
| Returns for 1 year | 12.50 | 1.89 | 661% |
| Returns for 3 years | 51.93 | 37.48 | 139% |
| Returns for 5 years | 43.18 | 17.98 | 240% |
| Returns for 10 years | 76.03 | 34.73 | 219% |
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