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RWIFX vs VHGEX
RWIFX vs VHGEX Comparison
Open Charts RWIFX vs VHGEX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Vanguard Global Equity I
Price$37.96
Change-$0.62 (-1.61%)
VolumeN/A
Net Assets7.66B
RWIFX vs VHGEX Comparison Chart
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RWIFX vs. VHGEX 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. VHGEX (7.66B). RWIFX pays higher dividends than VHGEX: RWIFX (1.80) vs VHGEX (1.16). RWIFX was incepted earlier than VHGEX: RWIFX (23 years) vs VHGEX (30 years). RWIFX (0.46) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VHGEX: RWIFX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 7.08 vs. RWIFX (6.65). RWIFX return over 5 years is better than : 53.30 vs. VHGEX (27.94).
| RWIFX | VHGEX | RWIFX / VHGEX | |
| Total Expense Ratio | 0.46 | 0.39 | 118% |
| Annual Report Gross Expense Ratio | 0.46 | 0.39 | 118% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 9.163 | 6.809 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 7.66B | 1,710% |
| Annual Yield % from dividends | 1.80 | 1.16 | 155% |
| Returns for 1 year | 6.65 | 7.08 | 94% |
| Returns for 3 years | 45.12 | 30.40 | 148% |
| Returns for 5 years | 53.30 | 27.94 | 191% |
| Returns for 10 years | 53.59 | 51.48 | 104% |
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