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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$75.10
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.59
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets35.86M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. WTMVX (35.9M). WTMVX pays higher dividends than RWIBX: WTMVX (0.81) vs RWIBX (0.76). 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 : 11.86 vs. WTMVX (4.93). RWIBX return over 5 years is better than : 47.46 vs. WTMVX (25.50).
| 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 | 20.709 | 10.211 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 35.9M | 395,543% |
| Annual Yield % from dividends | 0.76 | 0.81 | 94% |
| Returns for 1 year | 11.86 | 4.93 | 240% |
| Returns for 3 years | 66.67 | 53.09 | 126% |
| Returns for 5 years | 47.46 | 25.50 | 186% |
| Returns for 10 years | 74.27 | 39.44 | 188% |
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