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FTWRX vs RWIBX
FTWRX vs RWIBX Comparison
Open Charts FTWRX vs RWIBX
Templeton World R6
Price$17.75
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets2.66B
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
FTWRX vs RWIBX Comparison Chart
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FTWRX vs. RWIBX commentary
Jun 07, 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. FTWRX (2.66B). RWIBX pays higher dividends than FTWRX: RWIBX (0.86) vs FTWRX (0.29). 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 : 5.49 vs. FTWRX (3.12). FTWRX return over 5 years is better than : 45.88 vs. RWIBX (42.11).
| 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 | 5.904 | 8.682 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 131B | 2% |
| Annual Yield % from dividends | 0.29 | 0.86 | 34% |
| Returns for 1 year | 3.12 | 5.49 | 57% |
| Returns for 3 years | 38.19 | 26.76 | 143% |
| Returns for 5 years | 45.88 | 42.11 | 109% |
| Returns for 10 years | 9.34 | 48.90 | 19% |
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