Interact to see
Advertisement
Advertisement
RWIFX vs VESGX
RWIFX vs VESGX Comparison
Open Charts RWIFX vs VESGX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Vanguard Global ESG Select Stk Admiral
Price$47.02
Change-$0.81 (-1.69%)
VolumeN/A
Net Assets1.43B
RWIFX vs VESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VESGX 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 RWIFX is a Buy and VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. VESGX (1.43B). RWIFX pays higher dividends than VESGX: RWIFX (1.80) vs VESGX (1.61). 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). VESGX (6.70) and RWIFX (6.65) have marching annual gain over last year. VESGX return over 5 years is better than : 76.83 vs. RWIFX (53.30).
| 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 | 9.163 | 4.373 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.43B | 9,135% |
| Annual Yield % from dividends | 1.80 | 1.61 | 112% |
| Returns for 1 year | 6.65 | 6.70 | 99% |
| Returns for 3 years | 45.12 | 44.09 | 102% |
| Returns for 5 years | 53.30 | 76.83 | 69% |
| Returns for 10 years | 53.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement