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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$76.64
Change+$0.74 (+0.97%)
VolumeN/A
Net Assets141.14B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.44
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets34.67M
RWIEX vs WTMVX Comparison Chart in %
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RWIEX vs. WTMVX commentary
Nov 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 RWIEX is a StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. WTMVX (34.7M). RWIEX pays higher dividends than WTMVX: RWIEX (1.35) vs WTMVX (0.80). RWIEX was incepted earlier than WTMVX: RWIEX (23 years) vs WTMVX (38 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 : 13.84 vs. WTMVX (0.83). RWIEX return over 5 years is better than : 42.64 vs. WTMVX (16.91).
| 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 | 38 years | - |
| Gain YTD | 22.267 | 8.803 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 34.7M | 406,340% |
| Annual Yield % from dividends | 1.35 | 0.80 | 168% |
| Returns for 1 year | 13.84 | 0.83 | 1,669% |
| Returns for 3 years | 52.67 | 35.95 | 147% |
| Returns for 5 years | 42.64 | 16.91 | 252% |
| Returns for 10 years | 79.52 | 34.47 | 231% |
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