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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$72.96
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.06B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.14
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets35.28M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Sep 05, 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 StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. WIMVX (35.3M). RWIFX pays higher dividends than WIMVX: RWIFX (1.69) vs WIMVX (0.86). 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 : 12.53 vs. WIMVX (3.89). RWIFX return over 5 years is better than : 48.05 vs. WIMVX (27.00).
| 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 | 15.881 | 7.954 | 200% |
| 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 | 1.69 | 0.86 | 196% |
| Returns for 1 year | 12.53 | 3.89 | 322% |
| Returns for 3 years | 53.99 | 42.93 | 126% |
| Returns for 5 years | 48.05 | 27.00 | 178% |
| Returns for 10 years | 80.82 | 45.17 | 179% |
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