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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.12B
American Funds Capital World Gr&Inc R5
Price$71.52
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
RTXAX vs RWIFX Comparison Chart in %
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RTXAX vs. RWIFX commentary
Jul 13, 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 RTXAX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. RTXAX (1.12B). RTXAX pays higher dividends than RWIFX: RTXAX (1.97) vs RWIFX (1.72). RTXAX was incepted earlier than RWIFX: RTXAX (6 years) vs RWIFX (23 years). RTXAX (1.42) is less costly to investors than RWIFX (0.46). RTXAX is a more actively managed with annual turnover of: 42.00 vs. RWIFX (27.00). RTXAX has a lower initial minimum investment than RWIFX: RTXAX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 8.07 vs. RTXAX (5.22). RTXAX (52.20) and RWIFX (51.34) have equivalent 5 years return.
| RTXAX | RWIFX | RTXAX / RWIFX | |
| Total Expense Ratio | 1.33 | 0.46 | 289% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.800 | 13.594 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 136B | 1% |
| Annual Yield % from dividends | 1.97 | 1.72 | 114% |
| Returns for 1 year | 5.22 | 8.07 | 65% |
| Returns for 3 years | 16.76 | 53.98 | 31% |
| Returns for 5 years | 52.20 | 51.34 | 102% |
| Returns for 10 years | N/A | 60.66 | - |
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