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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$13.42
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
RTXSX vs RWIFX Comparison Chart in %
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RTXSX vs. RWIFX commentary
Sep 29, 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 RTXSX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. RTXSX (1.19B). RTXSX pays higher dividends than RWIFX: RTXSX (2.05) vs RWIFX (1.69). RTXSX was incepted earlier than RWIFX: RTXSX (6 years) vs RWIFX (23 years). RTXSX (1.17) is less costly to investors than RWIFX (0.46). RTXSX is a more actively managed with annual turnover of: 42.00 vs. RWIFX (27.00). RTXSX has a lower initial minimum investment than RWIFX: RTXSX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 9.77 vs. RTXSX (4.38). RWIFX (56.94) and RTXSX (56.45) have equivalent 5 years return.
| RTXSX | RWIFX | RTXSX / RWIFX | |
| Total Expense Ratio | 1.08 | 0.46 | 235% |
| Annual Report Gross Expense Ratio | 1.17 | 0.46 | 254% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.909 | 19.119 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 140B | 1% |
| Annual Yield % from dividends | 2.05 | 1.69 | 122% |
| Returns for 1 year | 4.38 | 9.77 | 45% |
| Returns for 3 years | 30.19 | 71.31 | 42% |
| Returns for 5 years | 56.45 | 56.94 | 99% |
| Returns for 10 years | N/A | 92.50 | - |
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