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RWICX vs WTMVX
RWICX vs WTMVX Comparison
Open Charts RWICX vs WTMVX
American Funds Capital World Gr&Inc R3
Price$75.90
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets142.78B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.62
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets35.85M
RWICX vs WTMVX Comparison Chart in %
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RWICX vs. WTMVX commentary
Oct 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 RWICX is a StrongBuy and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 143B vs. WTMVX (35.9M). RWICX pays higher dividends than WTMVX: RWICX (1.14) vs WTMVX (0.81). RWICX was incepted earlier than WTMVX: RWICX (23 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWICX has a lower initial minimum investment than WTMVX: RWICX (250) vs WTMVX (2500). RWICX annual gain was more profitable for investors over the last year : 13.30 vs. WTMVX (5.33). RWICX return over 5 years is better than : 51.45 vs. WTMVX (27.13).
| RWICX | WTMVX | RWICX / WTMVX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.06 | 1.43 | 74% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 21.489 | 11.092 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 35.9M | 398,329% |
| Annual Yield % from dividends | 1.14 | 0.81 | 140% |
| Returns for 1 year | 13.30 | 5.33 | 249% |
| Returns for 3 years | 63.69 | 46.23 | 138% |
| Returns for 5 years | 51.45 | 27.13 | 190% |
| Returns for 10 years | 75.95 | 39.04 | 195% |
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