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$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
Vanguard Global ESG Select Stk Admiral
Price$47.97
Change+$0.34 (+0.71%)
VolumeN/A
Net Assets1.5B
RWIFX vs VESGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VESGX commentary
Sep 09, 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: 138B vs. VESGX (1.5B). RWIFX pays higher dividends than VESGX: RWIFX (1.69) 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 : 13.51 vs. VESGX (3.48). VESGX return over 5 years is better than : 60.92 vs. RWIFX (48.74).
| 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 | 16.421 | 5.860 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.5B | 9,182% |
| Annual Yield % from dividends | 1.69 | 1.58 | 107% |
| Returns for 1 year | 13.51 | 3.48 | 388% |
| Returns for 3 years | 55.27 | 45.48 | 122% |
| Returns for 5 years | 48.74 | 60.92 | 80% |
| Returns for 10 years | 77.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement