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FIWTX vs RRCTX
FIWTX vs RRCTX Comparison Chart in %
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FIWTX vs. RRCTX commentary
Jul 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 FIWTX is a Hold and RRCTX is a Hold.
FUNDAMENTALS
Fundamentals
RRCTX has more cash in the bank: 15B vs. FIWTX (6.86B). RRCTX (2.82) and FIWTX (2.73) have matching dividends . 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: 13.00 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 : 7.84 vs. FIWTX (5.31). FIWTX (21.68) and RRCTX (21.14) have equivalent 5 years return.
| 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 | 5.969 | 8.098 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 15B | 46% |
| Annual Yield % from dividends | 2.73 | 2.82 | 97% |
| Returns for 1 year | 5.31 | 7.84 | 68% |
| Returns for 3 years | 23.57 | 24.30 | 97% |
| Returns for 5 years | 21.68 | 21.14 | 103% |
| Returns for 10 years | 36.13 | 39.52 | 91% |
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