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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$63.96
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets33.75M
RWIBX vs WTMVX Comparison Chart
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RWIBX vs. WTMVX commentary
May 09, 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: 124B vs. WTMVX (33.8M). RWIBX (0.91) and WTMVX (0.90) have matching dividends . RWIBX was incepted earlier than WTMVX: RWIBX (23 years) vs WTMVX (37 years). RWIBX (1.51) and WTMVX (1.49) have similar cost to investors . 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). WTMVX annual gain was more profitable for investors over the last year : 3.00 vs. RWIBX (1.43). RWIBX return over 5 years is better than : 46.85 vs. WTMVX (26.26).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.49 | 101% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 2.376 | -0.088 | -2,699% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 33.8M | 366,864% |
| Annual Yield % from dividends | 0.91 | 0.90 | 101% |
| Returns for 1 year | 1.43 | 3.00 | 48% |
| Returns for 3 years | 28.48 | 33.03 | 86% |
| Returns for 5 years | 46.85 | 26.26 | 178% |
| Returns for 10 years | 37.12 | 20.84 | 178% |
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