RWIBX
Price
$63.27
Change
+$0.58 (+0.93%)
Updated
Dec 23 closing price
WTMVX
Price
$11.60
Change
+$0.04 (+0.35%)
Updated
Dec 23 closing price
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RWIBX vs WTMVX

Header iconRWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc R2
Price$63.27
Change+$0.58 (+0.93%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.60
Change+$0.04 (+0.35%)
VolumeN/A
CapitalizationN/A
RWIBX vs WTMVX Comparison Chart
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RWIBX vs. WTMVX commentary
Dec 24, 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 Buy and WTMVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. WTMVX (35.9M). 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). WTMVX annual gain was more profitable for investors over the last year : 13.23 vs. RWIBX (8.61). RWIBX return over 5 years is better than : 26.71 vs. WTMVX (9.16).
RWIBXWTMVXRWIBX / WTMVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years37 years-
Gain YTD7.80412.62162%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets125B35.9M348,189%
Annual Yield % from dividends1.050.57184%
Returns for 1 year8.6113.2365%
Returns for 3 years3.967.6152%
Returns for 5 years26.719.16292%
Returns for 10 years41.1023.15178%
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