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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$11.93
Change-$0.67 (-5.32%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
RTXAX vs RWIFX Comparison Chart
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RTXAX vs. RWIFX commentary
Dec 19, 2024
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. RTXAX (1.04B). RTXAX (1.98) and RWIFX (1.94) have matching dividends . RTXAX was incepted earlier than RWIFX: RTXAX (6 years) vs RWIFX (23 years). RTXAX is a more actively managed with annual turnover of: 50.00 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 : 12.33 vs. RTXAX (5.35). RWIFX return over 5 years is better than : 33.65 vs. RTXAX (25.12).
| RTXAX | RWIFX | RTXAX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 3.875 | 10.727 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 121B | 1% |
| Annual Yield % from dividends | 1.98 | 1.94 | 102% |
| Returns for 1 year | 5.35 | 12.33 | 43% |
| Returns for 3 years | 0.51 | 10.56 | 5% |
| Returns for 5 years | 25.12 | 33.65 | 75% |
| Returns for 10 years | N/A | 49.13 | - |