Interact to see
Advertisement
Advertisement
RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.91
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets34.64M
RWIEX vs WTMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. WTMVX commentary
Jun 07, 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: 131B vs. WTMVX (34.6M). RWIEX pays higher dividends than WTMVX: RWIEX (1.53) vs WTMVX (0.86). 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 : 6.35 vs. WTMVX (5.28). RWIEX return over 5 years is better than : 45.88 vs. WTMVX (21.59).
| 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 | 9.038 | 3.961 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 1.53 | 0.86 | 177% |
| Returns for 1 year | 6.35 | 5.28 | 120% |
| Returns for 3 years | 29.04 | 27.83 | 104% |
| Returns for 5 years | 45.88 | 21.59 | 212% |
| Returns for 10 years | 53.09 | 29.12 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement