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FTWRX vs RWIBX
FTWRX vs RWIBX Comparison
Open Charts FTWRX vs RWIBX
Templeton World R6
Price$15.91
Change-$0.67 (-4.04%)
VolumeN/A
Net Assets2.55B
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
FTWRX vs RWIBX Comparison Chart
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FTWRX vs. RWIBX commentary
Apr 05, 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 FTWRX is a Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. FTWRX (2.55B). RWIBX pays higher dividends than FTWRX: RWIBX (0.92) vs FTWRX (0.31). FTWRX was incepted earlier than RWIBX: FTWRX (12 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than FTWRX (0.78). FTWRX is a more actively managed with annual turnover of: 52.04 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than FTWRX: RWIBX (250) vs FTWRX (1000000). RWIBX annual gain was more profitable for investors over the last year : -0.58 vs. FTWRX (-1.60). RWIBX (64.01) and FTWRX (61.01) have equivalent 5 years return.
| FTWRX | RWIBX | FTWRX / RWIBX | |
| Total Expense Ratio | 0.75 | 1.51 | 50% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.120 | 0.679 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 123B | 2% |
| Annual Yield % from dividends | 0.31 | 0.92 | 33% |
| Returns for 1 year | -1.60 | -0.58 | 275% |
| Returns for 3 years | 16.91 | 9.55 | 177% |
| Returns for 5 years | 61.01 | 64.01 | 95% |
| Returns for 10 years | 3.12 | 37.24 | 8% |