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FTWRX vs RWIBX
FTWRX vs RWIBX Comparison
Open Charts FTWRX vs RWIBX
Templeton World R6
Price$16.87
Change+$0.13 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$63.27
Change+$0.58 (+0.93%)
VolumeN/A
CapitalizationN/A
FTWRX vs RWIBX Comparison Chart
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FTWRX vs. RWIBX commentary
Dec 24, 2024
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: 125B vs. FTWRX (2.5B). RWIBX pays higher dividends than FTWRX: RWIBX (1.05) vs FTWRX (0.77). FTWRX was incepted earlier than RWIBX: FTWRX (12 years) vs RWIBX (23 years). FTWRX is a more actively managed with annual turnover of: 47.28 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than FTWRX: RWIBX (250) vs FTWRX (1000000). FTWRX annual gain was more profitable for investors over the last year : 13.18 vs. RWIBX (8.61). FTWRX (27.58) and RWIBX (26.71) have equivalent 5 years return.
| FTWRX | RWIBX | FTWRX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.883 | 7.804 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 125B | 2% |
| Annual Yield % from dividends | 0.77 | 1.05 | 74% |
| Returns for 1 year | 13.18 | 8.61 | 153% |
| Returns for 3 years | 14.34 | 3.96 | 362% |
| Returns for 5 years | 27.58 | 26.71 | 103% |
| Returns for 10 years | 7.16 | 41.10 | 17% |
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