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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$12.35
Change-$0.22 (-1.75%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
RTXSX vs RWIFX Comparison Chart
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RTXSX vs. RWIFX commentary
May 22, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. RTXSX (1.09B). RTXSX pays higher dividends than RWIFX: RTXSX (2.26) vs RWIFX (1.91). 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 : 3.32 vs. RTXSX (1.79). RWIFX (56.14) and RTXSX (55.74) 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 | 2.066 | 6.077 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 130B | 1% |
| Annual Yield % from dividends | 2.26 | 1.91 | 119% |
| Returns for 1 year | 1.79 | 3.32 | 54% |
| Returns for 3 years | 3.61 | 32.97 | 11% |
| Returns for 5 years | 55.74 | 56.14 | 99% |
| Returns for 10 years | N/A | 45.85 | - |
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