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RWIFX vs WIMVX
RWIFX vs WIMVX Comparison
Open Charts RWIFX vs WIMVX
American Funds Capital World Gr&Inc R5
Price$77.41
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets34.87M
RWIFX vs WIMVX Comparison Chart in %
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RWIFX vs. WIMVX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. WIMVX (34.9M). RWIFX pays higher dividends than WIMVX: RWIFX (1.59) vs WIMVX (0.85). 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 : 12.97 vs. WIMVX (1.05). RWIFX return over 5 years is better than : 42.98 vs. WIMVX (18.76).
| 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 | 22.369 | 10.098 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.9M | 406,877% |
| Annual Yield % from dividends | 1.59 | 0.85 | 188% |
| Returns for 1 year | 12.97 | 1.05 | 1,241% |
| Returns for 3 years | 50.79 | 36.01 | 141% |
| Returns for 5 years | 42.98 | 18.76 | 229% |
| Returns for 10 years | 81.99 | 36.36 | 225% |
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