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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.91
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets34.64M
RWIBX vs WTMVX Comparison Chart
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RWIBX vs. WTMVX commentary
Jun 07, 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: 131B vs. WTMVX (34.6M). 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 (5.49) and WTMVX (5.28) have marching annual gain over last year. RWIBX return over 5 years is better than : 42.11 vs. WTMVX (21.59).
| 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 | 8.682 | 3.961 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 0.86 | 0.86 | 100% |
| Returns for 1 year | 5.49 | 5.28 | 104% |
| Returns for 3 years | 26.76 | 27.83 | 96% |
| Returns for 5 years | 42.11 | 21.59 | 195% |
| Returns for 10 years | 48.90 | 29.12 | 168% |
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