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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$66.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWIBX vs WTMVX Comparison Chart
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RWIBX vs. WTMVX commentary
Nov 22, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 126B vs. WTMVX (36.5M). RWIBX pays higher dividends than WTMVX: RWIBX (1.05) vs WTMVX (0.57). RWIBX was incepted earlier than WTMVX: RWIBX (22 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). WTMVX annual gain was more profitable for investors over the last year : 21.00 vs. RWIBX (17.92). RWIBX return over 5 years is better than : 37.84 vs. WTMVX (10.93).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | 13.562 | 18.835 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 36.5M | 345,205% |
| Annual Yield % from dividends | 1.05 | 0.57 | 184% |
| Returns for 1 year | 17.92 | 21.00 | 85% |
| Returns for 3 years | 4.49 | 7.59 | 59% |
| Returns for 5 years | 37.84 | 10.93 | 346% |
| Returns for 10 years | 46.11 | 22.98 | 201% |
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