Interact to see
Advertisement
Advertisement
RWIFX vs VHGEX
RWIFX vs VHGEX Comparison
Open Charts RWIFX vs VHGEX
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Vanguard Global Equity I
Price$40.63
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.09B
RWIFX vs VHGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VHGEX commentary
Jul 27, 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: 137B vs. VHGEX (8.09B). 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 : 15.95 vs. RWIFX (14.13). RWIFX return over 5 years is better than : 52.85 vs. VHGEX (26.30).
| 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 | 15.198 | 14.322 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.09B | 1,694% |
| Annual Yield % from dividends | 1.72 | 1.10 | 157% |
| Returns for 1 year | 14.13 | 15.95 | 89% |
| Returns for 3 years | 52.17 | 35.66 | 146% |
| Returns for 5 years | 52.85 | 26.30 | 201% |
| Returns for 10 years | 64.97 | 65.21 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement