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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$69.36
Change+$0.78 (+1.14%)
VolumeN/A
Net Assets132.68B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.05
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets34.84M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 133B vs. WTMVX (34.8M). WTMVX (0.86) and RWIBX (0.86) 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 : 8.23 vs. WTMVX (6.16). RWIBX return over 5 years is better than : 51.52 vs. WTMVX (30.09).
| 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 | 11.393 | 5.018 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 34.8M | 382,184% |
| Annual Yield % from dividends | 0.86 | 0.86 | 100% |
| Returns for 1 year | 8.23 | 6.16 | 134% |
| Returns for 3 years | 42.06 | 38.08 | 110% |
| Returns for 5 years | 51.52 | 30.09 | 171% |
| Returns for 10 years | 54.89 | 31.24 | 176% |
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