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RTXAX vs WGIFX
RTXAX vs WGIFX Comparison
Open Charts RTXAX vs WGIFX
Russell Inv Tax-Managed Real Assets A
Price$12.79
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
RTXAX vs WGIFX Comparison Chart
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RTXAX vs. WGIFX commentary
Nov 18, 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 WGIFX is a Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. RTXAX (1.05B). RTXAX (1.98) and WGIFX (1.90) have matching dividends . RTXAX was incepted earlier than WGIFX: RTXAX (5 years) vs WGIFX (16 years). RTXAX is a more actively managed with annual turnover of: 50.00 vs. WGIFX (27.00). RTXAX has a lower initial minimum investment than WGIFX: RTXAX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 19.40 vs. RTXAX (15.05). WGIFX return over 5 years is better than : 39.76 vs. RTXAX (28.50).
| RTXAX | WGIFX | RTXAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 5.441 | 13.341 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 125B | 1% |
| Annual Yield % from dividends | 1.98 | 1.90 | 104% |
| Returns for 1 year | 15.05 | 19.40 | 78% |
| Returns for 3 years | -0.97 | 3.72 | -26% |
| Returns for 5 years | 28.50 | 39.76 | 72% |
| Returns for 10 years | N/A | 50.58 | - |
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