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RWIBX vs VHGEX
RWIBX vs VHGEX Comparison
Open Charts RWIBX vs VHGEX
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Global Equity I
Price$40.63
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.09B
RWIBX vs VHGEX Comparison Chart in %
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RWIBX vs. VHGEX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. VHGEX (8.09B). VHGEX pays higher dividends than RWIBX: VHGEX (1.10) vs RWIBX (0.82). 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 : 15.95 vs. RWIBX (12.86). RWIBX return over 5 years is better than : 47.06 vs. VHGEX (26.30).
| 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 | 14.525 | 14.322 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.09B | 1,694% |
| Annual Yield % from dividends | 0.82 | 1.10 | 75% |
| Returns for 1 year | 12.86 | 15.95 | 81% |
| Returns for 3 years | 48.03 | 35.66 | 135% |
| Returns for 5 years | 47.06 | 26.30 | 179% |
| Returns for 10 years | 58.36 | 65.21 | 89% |
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