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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$70.59
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets135.95B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.12
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.06M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Jul 19, 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 RWIBX is a Buy and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. WTMVX (35.1M). WTMVX (0.83) and RWIBX (0.82) have matching dividends . RWIBX was incepted earlier than WTMVX: RWIBX (23 years) vs WTMVX (37 years). RWIBX (1.51) is less costly to investors than WTMVX (1.43). RWIBX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIBX has a lower initial minimum investment than WTMVX: RWIBX (250) vs WTMVX (2500). RWIBX annual gain was more profitable for investors over the last year : 8.07 vs. WTMVX (3.85). RWIBX return over 5 years is better than : 45.10 vs. WTMVX (25.49).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.43 | 106% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 13.240 | 5.810 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.1M | 387,464% |
| Annual Yield % from dividends | 0.82 | 0.83 | 99% |
| Returns for 1 year | 8.07 | 3.85 | 210% |
| Returns for 3 years | 49.64 | 42.03 | 118% |
| Returns for 5 years | 45.10 | 25.49 | 177% |
| Returns for 10 years | 53.81 | 30.09 | 179% |
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