RWIEX
Price
$70.26
Change
+$0.79 (+1.14%)
Updated
Jun 26 closing price
Net Assets
132.68B
WTMVX
Price
$12.05
Change
+$0.12 (+1.01%)
Updated
Jun 26 closing price
Net Assets
34.84M
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RWIEX vs WTMVX

Header iconRWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc R4
Price$70.26
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.05
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets34.84M
RWIEX vs WTMVX Comparison Chart in %
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RWIEX vs. WTMVX commentary
Jun 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.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 133B vs. WTMVX (34.8M). 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 : 9.12 vs. WTMVX (6.16). RWIEX return over 5 years is better than : 55.75 vs. WTMVX (30.09).
RWIEXWTMVXRWIEX / WTMVX
Total Expense Ratio0.760.8985%
Annual Report Gross Expense Ratio0.761.4353%
Fund Existence23 years37 years-
Gain YTD11.7995.018235%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets133B34.8M382,184%
Annual Yield % from dividends1.530.86177%
Returns for 1 year9.126.16148%
Returns for 3 years44.8938.08118%
Returns for 5 years55.7530.09185%
Returns for 10 years59.5231.24190%
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