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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$12.74
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.11B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
RTXSX vs RWIFX Comparison Chart
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RTXSX vs. RWIFX commentary
Jun 15, 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: 132B vs. RTXSX (1.11B). RTXSX pays higher dividends than RWIFX: RTXSX (2.18) vs RWIFX (1.80). 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 : 8.41 vs. RWIFX (6.65). RWIFX return over 5 years is better than : 53.30 vs. RTXSX (50.17).
| 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 | 5.289 | 9.163 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 132B | 1% |
| Annual Yield % from dividends | 2.18 | 1.80 | 121% |
| Returns for 1 year | 8.41 | 6.65 | 126% |
| Returns for 3 years | 13.28 | 45.12 | 29% |
| Returns for 5 years | 50.17 | 53.30 | 94% |
| Returns for 10 years | N/A | 53.59 | - |
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