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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$11.98
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
RTXSX vs RWIFX Comparison Chart
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RTXSX vs. RWIFX commentary
Apr 25, 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: 119B vs. RTXSX (1.02B). RTXSX pays higher dividends than RWIFX: RTXSX (2.22) vs RWIFX (1.93). 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). RTXSX annual gain was more profitable for investors over the last year : 2.46 vs. RWIFX (1.75). RTXSX return over 5 years is better than : 55.77 vs. RWIFX (52.63).
| 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 | -1.901 | -0.287 | 662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 119B | 1% |
| Annual Yield % from dividends | 2.22 | 1.93 | 115% |
| Returns for 1 year | 2.46 | 1.75 | 140% |
| Returns for 3 years | -7.07 | 19.37 | -37% |
| Returns for 5 years | 55.77 | 52.63 | 106% |
| Returns for 10 years | N/A | 37.29 | - |
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