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RWICX vs WTMVX
RWICX vs WTMVX Comparison
Open Charts RWICX vs WTMVX
American Funds Capital World Gr&Inc R3
Price$64.12
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.68
Change-$0.15 (-1.27%)
VolumeN/A
CapitalizationN/A
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RWICX vs WTMVX Comparison Chart
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RWICX vs. WTMVX commentary
Sep 07, 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 RWICX is a StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 121B vs. WTMVX (35M). RWICX pays higher dividends than WTMVX: RWICX (1.43) vs WTMVX (0.57). RWICX was incepted earlier than WTMVX: RWICX (22 years) vs WTMVX (36 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). RWICX has a lower initial minimum investment than WTMVX: RWICX (250) vs WTMVX (2500). WTMVX annual gain was more profitable for investors over the last year : 19.41 vs. RWICX (16.96). RWICX return over 5 years is better than : 39.79 vs. WTMVX (12.97).
| RWICX | WTMVX | RWICX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 10.109 | 14.854 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 35M | 345,714% |
| Annual Yield % from dividends | 1.43 | 0.57 | 251% |
| Returns for 1 year | 16.96 | 19.41 | 87% |
| Returns for 3 years | 0.99 | 5.18 | 19% |
| Returns for 5 years | 39.79 | 12.97 | 307% |
| Returns for 10 years | 44.16 | 21.29 | 207% |