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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Segall Bryant & Hamill Glb All Cp Retail
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets31.78M
RWIBX vs WTMVX Comparison Chart
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RWIBX vs. WTMVX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. WTMVX (31.8M). RWIBX (0.92) and WTMVX (0.92) have matching dividends . RWIBX was incepted earlier than WTMVX: RWIBX (23 years) vs WTMVX (37 years). RWIBX (1.51) and WTMVX (1.49) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). RWIBX has a lower initial minimum investment than WTMVX: RWIBX (250) vs WTMVX (2500). WTMVX annual gain was more profitable for investors over the last year : 0.44 vs. RWIBX (-1.73). RWIBX return over 5 years is better than : 39.93 vs. WTMVX (20.52).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.49 | 101% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | -3.947 | -6.778 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 31.8M | 367,925% |
| Annual Yield % from dividends | 0.92 | 0.92 | 100% |
| Returns for 1 year | -1.73 | 0.44 | -397% |
| Returns for 3 years | 8.99 | 11.31 | 79% |
| Returns for 5 years | 39.93 | 20.52 | 195% |
| Returns for 10 years | 29.16 | 14.68 | 199% |
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