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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.85M
RWIEX vs WTMVX Comparison Chart
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RWIEX vs. WTMVX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. WTMVX (33.9M). RWIEX pays higher dividends than WTMVX: RWIEX (1.61) vs WTMVX (0.90). RWIEX was incepted earlier than WTMVX: RWIEX (23 years) vs WTMVX (37 years). WTMVX (1.49) 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). WTMVX annual gain was more profitable for investors over the last year : 2.53 vs. RWIEX (2.20). RWIEX return over 5 years is better than : 50.99 vs. WTMVX (26.81).
| RWIEX | WTMVX | RWIEX / WTMVX | |
| Total Expense Ratio | 0.76 | 0.89 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 1.49 | 51% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 2.832 | 0.352 | 804% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 33.9M | 368,732% |
| Annual Yield % from dividends | 1.61 | 0.90 | 179% |
| Returns for 1 year | 2.20 | 2.53 | 87% |
| Returns for 3 years | 30.44 | 33.00 | 92% |
| Returns for 5 years | 50.99 | 26.81 | 190% |
| Returns for 10 years | 41.81 | 21.83 | 192% |
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