Ad is loading...
RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$11.93
Change-$0.43 (-3.48%)
VolumeN/A
Net Assets1.07B
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
RTXAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTXAX vs. RWIFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. RTXAX (1.07B). RTXAX (2.03) and RWIFX (1.93) have matching dividends . 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). RTXAX annual gain was more profitable for investors over the last year : 5.15 vs. RWIFX (0.55). RTXAX return over 5 years is better than : 80.39 vs. RWIFX (70.05).
| 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 | 2.403 | 0.945 | 254% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 123B | 1% |
| Annual Yield % from dividends | 2.03 | 1.93 | 105% |
| Returns for 1 year | 5.15 | 0.55 | 941% |
| Returns for 3 years | -7.19 | 12.30 | -58% |
| Returns for 5 years | 80.39 | 70.05 | 115% |
| Returns for 10 years | N/A | 42.59 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RMM | 14.39 | 0.06 | +0.42% |
| RiverNorth Managed Duration Municipal Income Fund | |||
| GNT | 6.01 | -0.08 | -1.31% |
| GAMCO Natural Resources Gold & Income Trust | |||
| LDEM | 47.98 | -0.84 | -1.72% |
| iShares® ESG MSCI EM Leaders ETF | |||
| AOD | 8.22 | -0.21 | -2.49% |
| abrdn Total Dynamic Dividend Fund | |||
| AVUV | 81.63 | -7.25 | -8.16% |
| Avantis US Small Cap Value ETF | |||