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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.16
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets35.06M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Oct 18, 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: 141B vs. WIMVX (35.1M). RWIFX pays higher dividends than WIMVX: RWIFX (1.64) vs WIMVX (0.85). 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 : 11.65 vs. WIMVX (1.63). RWIFX return over 5 years is better than : 52.66 vs. WIMVX (23.89).
| 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 | 20.393 | 8.400 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.1M | 401,709% |
| Annual Yield % from dividends | 1.64 | 0.85 | 193% |
| Returns for 1 year | 11.65 | 1.63 | 713% |
| Returns for 3 years | 70.05 | 49.76 | 141% |
| Returns for 5 years | 52.66 | 23.89 | 220% |
| Returns for 10 years | 78.89 | 37.72 | 209% |