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RWIBX vs VHGEX
RWIBX vs VHGEX Comparison
Open Charts RWIBX vs VHGEX
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
Vanguard Global Equity I
Price$37.96
Change-$0.62 (-1.61%)
VolumeN/A
Net Assets7.66B
RWIBX vs VHGEX Comparison Chart
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RWIBX vs. VHGEX commentary
Jun 16, 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 RWIBX is a Buy and VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. VHGEX (7.66B). VHGEX pays higher dividends than RWIBX: VHGEX (1.16) vs RWIBX (0.86). RWIBX was incepted earlier than VHGEX: RWIBX (23 years) vs VHGEX (30 years). RWIBX (1.51) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VHGEX: RWIBX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 7.08 vs. RWIBX (5.45). RWIBX return over 5 years is better than : 47.82 vs. VHGEX (27.94).
| RWIBX | VHGEX | RWIBX / 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 | 8.647 | 6.809 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 7.66B | 1,710% |
| Annual Yield % from dividends | 0.86 | 1.16 | 74% |
| Returns for 1 year | 5.45 | 7.08 | 77% |
| Returns for 3 years | 41.17 | 30.40 | 135% |
| Returns for 5 years | 47.82 | 27.94 | 171% |
| Returns for 10 years | 47.79 | 51.48 | 93% |