Interact to see
Advertisement
Advertisement
RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.27
Change-$0.18 (-1.45%)
VolumeN/A
Net Assets35.7M
RWIFX vs WIMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. WIMVX commentary
Nov 14, 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 StrongBuy and WIMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. WIMVX (35.7M). RWIFX pays higher dividends than WIMVX: RWIFX (1.60) vs WIMVX (0.84). RWIFX was incepted earlier than WIMVX: RWIFX (24 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). RWIFX has a lower initial minimum investment than WIMVX: RWIFX (250) vs WIMVX (250000). RWIFX annual gain was more profitable for investors over the last year : 15.39 vs. WIMVX (3.29). RWIFX return over 5 years is better than : 49.55 vs. WIMVX (22.07).
| RWIFX | WIMVX | RWIFX / WIMVX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 1.44 | 32% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 23.740 | 11.260 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 35.7M | 403,361% |
| Annual Yield % from dividends | 1.60 | 0.84 | 191% |
| Returns for 1 year | 15.39 | 3.29 | 468% |
| Returns for 3 years | 57.49 | 41.58 | 138% |
| Returns for 5 years | 49.55 | 22.07 | 225% |
| Returns for 10 years | 88.26 | 43.34 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement