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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$13.41
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets1.21B
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
RTXAX vs RWIFX Comparison Chart in %
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RTXAX vs. RWIFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. RTXAX (1.21B). RTXAX pays higher dividends than RWIFX: RTXAX (1.85) vs RWIFX (1.60). RTXAX was incepted earlier than RWIFX: RTXAX (6 years) vs RWIFX (24 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 : 12.54 vs. RTXAX (5.39). RWIFX return over 5 years is better than : 43.47 vs. RTXAX (38.22).
| 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 | 24 years | - |
| Gain YTD | 11.102 | 19.262 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 139B | 1% |
| Annual Yield % from dividends | 1.85 | 1.60 | 115% |
| Returns for 1 year | 5.39 | 12.54 | 43% |
| Returns for 3 years | 17.30 | 52.05 | 33% |
| Returns for 5 years | 38.22 | 43.47 | 88% |
| Returns for 10 years | N/A | 76.17 | - |
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