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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$11.83
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
RTXAX vs RWIFX Comparison Chart
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RTXAX vs. RWIFX commentary
Apr 25, 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: 118B vs. RTXAX (1.02B). 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 : 2.09 vs. RWIFX (-1.15). RTXAX return over 5 years is better than : 54.43 vs. RWIFX (48.26).
| 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 | -2.071 | -3.145 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 118B | 1% |
| Annual Yield % from dividends | 2.03 | 1.93 | 105% |
| Returns for 1 year | 2.09 | -1.15 | -183% |
| Returns for 3 years | -8.57 | 15.61 | -55% |
| Returns for 5 years | 54.43 | 48.26 | 113% |
| Returns for 10 years | N/A | 33.30 | - |
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