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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$12.98
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.14B
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
RTXSX vs RWIFX Comparison Chart in %
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RTXSX vs. RWIFX commentary
Jul 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. RTXSX (1.14B). RTXSX pays higher dividends than RWIFX: RTXSX (2.15) vs RWIFX (1.72). 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 : 14.13 vs. RTXSX (7.85). RWIFX (52.85) and RTXSX (50.99) 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 | 7.273 | 15.198 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 137B | 1% |
| Annual Yield % from dividends | 2.15 | 1.72 | 125% |
| Returns for 1 year | 7.85 | 14.13 | 56% |
| Returns for 3 years | 14.35 | 52.17 | 28% |
| Returns for 5 years | 50.99 | 52.85 | 96% |
| Returns for 10 years | N/A | 64.97 | - |
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