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RWIFX vs VHGEX
RWIFX vs VHGEX Comparison
Open Charts RWIFX vs VHGEX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Global Equity I
Price$40.80
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets7.88B
RWIFX vs VHGEX Comparison Chart in %
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RWIFX vs. VHGEX commentary
Aug 18, 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 (7.88B). RWIFX pays higher dividends than VHGEX: RWIFX (1.72) vs VHGEX (1.09). 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 : 12.64 vs. RWIFX (11.77). RWIFX return over 5 years is better than : 49.16 vs. VHGEX (22.82).
| 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 | 15.690 | 14.800 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.88B | 1,740% |
| Annual Yield % from dividends | 1.72 | 1.09 | 159% |
| Returns for 1 year | 11.77 | 12.64 | 93% |
| Returns for 3 years | 42.33 | 24.16 | 175% |
| Returns for 5 years | 49.16 | 22.82 | 215% |
| Returns for 10 years | 66.20 | 66.17 | 100% |
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