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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$76.10
Change+$0.48 (+0.63%)
VolumeN/A
Net Assets141.87B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.59
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets35.86M
RWIEX vs WTMVX Comparison Chart in %
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RWIEX vs. WTMVX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. WTMVX (35.9M). RWIEX pays higher dividends than WTMVX: RWIEX (1.38) vs WTMVX (0.81). 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 : 12.77 vs. WTMVX (4.93). RWIEX return over 5 years is better than : 51.89 vs. WTMVX (25.50).
| 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 | 21.406 | 10.211 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 35.9M | 395,543% |
| Annual Yield % from dividends | 1.38 | 0.81 | 170% |
| Returns for 1 year | 12.77 | 4.93 | 259% |
| Returns for 3 years | 70.27 | 53.09 | 132% |
| Returns for 5 years | 51.89 | 25.50 | 203% |
| Returns for 10 years | 79.80 | 39.44 | 202% |
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