Interact to see
Advertisement
Advertisement
RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$12.96
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets1.13B
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RTXSX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTXSX vs. RWIFX commentary
Aug 17, 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 (1.13B). 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 : 11.77 vs. RTXSX (5.28). RWIFX return over 5 years is better than : 49.16 vs. RTXSX (43.85).
| 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 | 7.107 | 15.690 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 137B | 1% |
| Annual Yield % from dividends | 2.15 | 1.72 | 124% |
| Returns for 1 year | 5.28 | 11.77 | 45% |
| Returns for 3 years | 5.29 | 42.33 | 12% |
| Returns for 5 years | 43.85 | 49.16 | 89% |
| Returns for 10 years | N/A | 66.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement