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RWIFX vs VHGEX
RWIFX vs VHGEX Comparison
Open Charts RWIFX vs VHGEX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Vanguard Global Equity I
Price$39.89
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets7.66B
RWIFX vs VHGEX Comparison Chart in %
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RWIFX 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 RWIFX is a Buy and VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. VHGEX (7.66B). RWIFX pays higher dividends than VHGEX: RWIFX (1.72) vs VHGEX (1.10). 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 : 11.39 vs. RWIFX (9.68). RWIFX return over 5 years is better than : 54.61 vs. VHGEX (28.68).
| 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 | 13.737 | 12.240 | 112% |
| 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 | 1.72 | 1.10 | 157% |
| Returns for 1 year | 9.68 | 11.39 | 85% |
| Returns for 3 years | 51.39 | 33.90 | 152% |
| Returns for 5 years | 54.61 | 28.68 | 190% |
| Returns for 10 years | 64.73 | 61.94 | 105% |
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