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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$71.45
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.95B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.12
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.06M
RWIEX vs WTMVX Comparison Chart in %
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RWIEX vs. WTMVX commentary
Jul 19, 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 RWIEX is a Buy and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. WTMVX (35.1M). RWIEX pays higher dividends than WTMVX: RWIEX (1.46) vs WTMVX (0.83). RWIEX was incepted earlier than WTMVX: RWIEX (23 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIEX has a lower initial minimum investment than WTMVX: RWIEX (250) vs WTMVX (2500). RWIEX annual gain was more profitable for investors over the last year : 8.93 vs. WTMVX (3.85). RWIEX return over 5 years is better than : 49.17 vs. WTMVX (25.49).
| RWIEX | WTMVX | RWIEX / WTMVX | |
| Total Expense Ratio | 0.76 | 0.89 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 1.43 | 53% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 13.692 | 5.810 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.1M | 387,464% |
| Annual Yield % from dividends | 1.46 | 0.83 | 176% |
| Returns for 1 year | 8.93 | 3.85 | 232% |
| Returns for 3 years | 52.61 | 42.03 | 125% |
| Returns for 5 years | 49.17 | 25.49 | 193% |
| Returns for 10 years | 58.39 | 30.09 | 194% |
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