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RWIAX vs VHGEX
RWIAX vs VHGEX Comparison
Open Charts RWIAX vs VHGEX
American Funds Capital World Gr&Inc R1
Price$71.86
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Global Equity I
Price$40.80
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets7.88B
RWIAX vs VHGEX Comparison Chart in %
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RWIAX vs. VHGEX commentary
Aug 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 RWIAX is a Buy and VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. VHGEX (7.88B). VHGEX pays higher dividends than RWIAX: VHGEX (1.09) vs RWIAX (0.81). RWIAX was incepted earlier than VHGEX: RWIAX (23 years) vs VHGEX (30 years). RWIAX (1.51) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than VHGEX: RWIAX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 12.64 vs. RWIAX (10.54). RWIAX return over 5 years is better than : 43.59 vs. VHGEX (22.82).
| RWIAX | VHGEX | RWIAX / VHGEX | |
| Total Expense Ratio | 1.51 | 0.39 | 387% |
| Annual Report Gross Expense Ratio | 1.51 | 0.39 | 387% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 14.945 | 14.800 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.88B | 1,740% |
| Annual Yield % from dividends | 0.81 | 1.09 | 75% |
| Returns for 1 year | 10.54 | 12.64 | 83% |
| Returns for 3 years | 38.50 | 24.16 | 159% |
| Returns for 5 years | 43.59 | 22.82 | 191% |
| Returns for 10 years | 59.78 | 66.17 | 90% |
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