Interact to see
Advertisement
Advertisement
RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$13.09
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
RTXAX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTXAX vs. RWIFX commentary
Sep 06, 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 Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. RTXAX (1.16B). RTXAX pays higher dividends than RWIFX: RTXAX (1.88) vs RWIFX (1.69). 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 : 13.51 vs. RTXAX (5.06). RWIFX return over 5 years is better than : 48.74 vs. RTXAX (45.08).
| 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 | 8.451 | 16.421 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 137B | 1% |
| Annual Yield % from dividends | 1.88 | 1.69 | 111% |
| Returns for 1 year | 5.06 | 13.51 | 37% |
| Returns for 3 years | 13.37 | 55.27 | 24% |
| Returns for 5 years | 45.08 | 48.74 | 92% |
| Returns for 10 years | N/A | 77.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement