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FTWRX vs RWIBX
FTWRX vs RWIBX Comparison
Open Charts FTWRX vs RWIBX
Templeton World R6
Price$15.95
Change+$0.30 (+1.92%)
VolumeN/A
Net Assets2.39B
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
FTWRX vs RWIBX Comparison Chart
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FTWRX vs. RWIBX commentary
Apr 25, 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: 119B vs. FTWRX (2.39B). 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 : 0.61 vs. FTWRX (-4.17). RWIBX return over 5 years is better than : 47.17 vs. FTWRX (42.97).
| 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 | -5.723 | -0.617 | 927% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 119B | 2% |
| Annual Yield % from dividends | 0.31 | 0.92 | 33% |
| Returns for 1 year | -4.17 | 0.61 | -681% |
| Returns for 3 years | 19.86 | 16.45 | 121% |
| Returns for 5 years | 42.97 | 47.17 | 91% |
| Returns for 10 years | -5.65 | 32.15 | -18% |
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