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FIWTX vs RRCTX
FIWTX vs RRCTX Comparison Chart
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FIWTX vs. RRCTX commentary
May 13, 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 FIWTX is a Hold and RRCTX is a Hold.
FUNDAMENTALS
Fundamentals
RRCTX has more cash in the bank: 14.8B vs. FIWTX (6.64B). RRCTX pays higher dividends than FIWTX: RRCTX (2.96) vs FIWTX (2.81). FIWTX was incepted earlier than RRCTX: FIWTX (10 years) vs RRCTX (16 years). RRCTX (0.30) is less costly to investors than FIWTX (0.08). FIWTX is a more actively managed with annual turnover of: 14.00 vs. RRCTX (5.00). RRCTX has a lower initial minimum investment than FIWTX: RRCTX (250) vs FIWTX (5000000). RRCTX annual gain was more profitable for investors over the last year : 6.32 vs. FIWTX (5.07). FIWTX return over 5 years is better than : 27.17 vs. RRCTX (24.17).
| FIWTX | RRCTX | FIWTX / RRCTX | |
| Total Expense Ratio | 0.08 | 0.30 | 27% |
| Annual Report Gross Expense Ratio | 0.08 | 0.30 | 27% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 1.641 | 2.897 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 14.8B | 45% |
| Annual Yield % from dividends | 2.81 | 2.96 | 95% |
| Returns for 1 year | 5.07 | 6.32 | 80% |
| Returns for 3 years | 15.44 | 14.68 | 105% |
| Returns for 5 years | 27.17 | 24.17 | 112% |
| Returns for 10 years | N/A | 31.26 | - |
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