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RWIFX vs VESGX
RWIFX vs VESGX Comparison
Open Charts RWIFX vs VESGX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Vanguard Global ESG Select Stk Admiral
Price$48.29
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.43B
RWIFX vs VESGX Comparison Chart in %
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RWIFX vs. VESGX 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 RWIFX is a Buy and VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. VESGX (1.43B). RWIFX pays higher dividends than VESGX: RWIFX (1.72) vs VESGX (1.58). RWIFX was incepted earlier than VESGX: RWIFX (23 years) vs VESGX (6 years). VESGX (0.48) and RWIFX (0.46) have similar cost to investors . VESGX is a more actively managed with annual turnover of: 33.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VESGX: RWIFX (250) vs VESGX (50000). RWIFX annual gain was more profitable for investors over the last year : 9.68 vs. VESGX (8.31). VESGX return over 5 years is better than : 78.00 vs. RWIFX (54.61).
| RWIFX | VESGX | RWIFX / VESGX | |
| Total Expense Ratio | 0.46 | 0.48 | 96% |
| Annual Report Gross Expense Ratio | 0.46 | 0.48 | 96% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.737 | 7.192 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.43B | 9,484% |
| Annual Yield % from dividends | 1.72 | 1.58 | 109% |
| Returns for 1 year | 9.68 | 8.31 | 117% |
| Returns for 3 years | 51.39 | 44.96 | 114% |
| Returns for 5 years | 54.61 | 78.00 | 70% |
| Returns for 10 years | 64.73 | N/A | - |
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