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RWICX vs WTMVX
RWICX vs WTMVX Comparison
Open Charts RWICX vs WTMVX
American Funds Capital World Gr&Inc R3
Price$70.98
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets35.8M
RWICX vs WTMVX Comparison Chart in %
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RWICX vs. WTMVX commentary
Jul 05, 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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. WTMVX (35.8M). RWICX pays higher dividends than WTMVX: RWICX (1.21) vs WTMVX (0.83). 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 : 8.98 vs. WTMVX (7.76). RWICX return over 5 years is better than : 51.25 vs. WTMVX (31.40).
| 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 | 13.400 | 8.099 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.21 | 0.83 | 146% |
| Returns for 1 year | 8.98 | 7.76 | 116% |
| Returns for 3 years | 49.02 | 45.27 | 108% |
| Returns for 5 years | 51.25 | 31.40 | 163% |
| Returns for 10 years | 60.97 | 36.55 | 167% |
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