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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Segall Bryant & Hamill Glb All Cp Inst
Price$10.54
Change+$0.83 (+8.55%)
VolumeN/A
Net Assets29.72M
RWIFX vs WIMVX Comparison Chart
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RWIFX vs. WIMVX commentary
Apr 11, 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: 109B vs. WIMVX (29.7M). RWIFX pays higher dividends than WIMVX: RWIFX (1.93) vs WIMVX (0.96). RWIFX was incepted earlier than WIMVX: RWIFX (23 years) vs WIMVX (18 years). WIMVX (1.35) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). RWIFX has a lower initial minimum investment than WIMVX: RWIFX (250) vs WIMVX (250000). WIMVX (-10.47) and RWIFX (-10.59) have marching annual gain over last year. RWIFX return over 5 years is better than : 38.79 vs. WIMVX (14.97).
| RWIFX | WIMVX | RWIFX / WIMVX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 1.35 | 34% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -10.236 | -13.226 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 29.7M | 367,003% |
| Annual Yield % from dividends | 1.93 | 0.96 | 201% |
| Returns for 1 year | -10.59 | -10.47 | 101% |
| Returns for 3 years | 2.13 | 2.12 | 100% |
| Returns for 5 years | 38.79 | 14.97 | 259% |
| Returns for 10 years | 24.94 | 7.67 | 325% |
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