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RWIBX vs VHGEX
RWIBX vs VHGEX Comparison
Open Charts RWIBX vs VHGEX
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Vanguard Global Equity I
Price$39.89
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets7.66B
RWIBX vs VHGEX Comparison Chart in %
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RWIBX vs. VHGEX commentary
Jul 07, 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: 136B vs. VHGEX (7.66B). 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 : 11.39 vs. RWIBX (8.46). RWIBX return over 5 years is better than : 48.76 vs. VHGEX (28.68).
| 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 | 13.144 | 12.240 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 7.66B | 1,775% |
| Annual Yield % from dividends | 0.82 | 1.10 | 75% |
| Returns for 1 year | 8.46 | 11.39 | 74% |
| Returns for 3 years | 47.26 | 33.90 | 139% |
| Returns for 5 years | 48.76 | 28.68 | 170% |
| Returns for 10 years | 58.14 | 61.94 | 94% |
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