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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$71.95
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.41
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets35.33M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Aug 30, 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: 137B vs. WTMVX (35.3M). WTMVX (0.83) and RWIBX (0.82) 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 : 9.73 vs. WTMVX (3.77). RWIBX return over 5 years is better than : 40.31 vs. WTMVX (24.94).
| 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 | 15.553 | 8.451 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.3M | 388,102% |
| Annual Yield % from dividends | 0.82 | 0.83 | 98% |
| Returns for 1 year | 9.73 | 3.77 | 258% |
| Returns for 3 years | 46.63 | 39.43 | 118% |
| Returns for 5 years | 40.31 | 24.94 | 162% |
| Returns for 10 years | 69.60 | 40.73 | 171% |
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