Ad is loading...
RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.51
Change-$0.20 (-1.71%)
VolumeN/A
Net Assets35.01M
RWIBX vs WTMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. WTMVX commentary
Feb 23, 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 StrongBuy and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. WTMVX (35M). RWIBX pays higher dividends than WTMVX: RWIBX (1.05) vs WTMVX (0.57). RWIBX was incepted earlier than WTMVX: RWIBX (23 years) vs WTMVX (37 years). 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). RWIBX annual gain was more profitable for investors over the last year : 6.22 vs. WTMVX (5.69). RWIBX return over 5 years is better than : 29.55 vs. WTMVX (9.50).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 4.205 | 1.320 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 35M | 365,714% |
| Annual Yield % from dividends | 1.05 | 0.57 | 184% |
| Returns for 1 year | 6.22 | 5.69 | 109% |
| Returns for 3 years | 14.72 | 20.73 | 71% |
| Returns for 5 years | 29.55 | 9.50 | 311% |
| Returns for 10 years | 40.94 | 23.19 | 177% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers