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FWGIX vs RTXAX
FWGIX vs RTXAX Comparison
Open Charts FWGIX vs RTXAX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Russell Inv Tax-Managed Real Assets A
Price$13.02
Change-$0.06 (-0.46%)
VolumeN/A
CapitalizationN/A
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FWGIX vs RTXAX Comparison Chart
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FWGIX vs. RTXAX commentary
Sep 21, 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 FWGIX is a StrongBuy and RTXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. RTXAX (1.06B). FWGIX (1.99) and RTXAX (1.98) have matching dividends . FWGIX was incepted earlier than RTXAX: FWGIX (8 years) vs RTXAX (5 years). RTXAX is a more actively managed with annual turnover of: 50.00 vs. FWGIX (27.00). RTXAX has a lower initial minimum investment than FWGIX: RTXAX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 25.16 vs. RTXAX (15.69). FWGIX return over 5 years is better than : 47.14 vs. RTXAX (32.47).
| FWGIX | RTXAX | FWGIX / RTXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 14.462 | 7.337 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.06B | 12,087% |
| Annual Yield % from dividends | 1.99 | 1.98 | 101% |
| Returns for 1 year | 25.16 | 15.69 | 160% |
| Returns for 3 years | 9.83 | 7.06 | 139% |
| Returns for 5 years | 47.14 | 32.47 | 145% |
| Returns for 10 years | N/A | N/A | - |