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RWIFX vs SEEFX
RWIFX vs SEEFX Comparison
Open Charts RWIFX vs SEEFX
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Saturna Sustainable Equity
Price$18.11
Change+$1.43 (+8.57%)
VolumeN/A
Net Assets19.41M
RWIFX vs SEEFX Comparison Chart
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RWIFX vs. SEEFX commentary
Apr 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 RWIFX is a Buy and SEEFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 109B vs. SEEFX (19.4M). RWIFX pays higher dividends than SEEFX: RWIFX (1.93) vs SEEFX (0.50). RWIFX was incepted earlier than SEEFX: RWIFX (23 years) vs SEEFX (10 years). SEEFX (0.93) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). RWIFX has a lower initial minimum investment than SEEFX: RWIFX (250) vs SEEFX (1000). SEEFX annual gain was more profitable for investors over the last year : -9.21 vs. RWIFX (-10.59). RWIFX (38.79) and SEEFX (38.56) have equivalent 5 years return.
| RWIFX | SEEFX | RWIFX / SEEFX | |
| Total Expense Ratio | 0.46 | 0.75 | 61% |
| Annual Report Gross Expense Ratio | 0.46 | 0.93 | 49% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -10.236 | -13.170 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 19.4M | 561,856% |
| Annual Yield % from dividends | 1.93 | 0.50 | 383% |
| Returns for 1 year | -10.59 | -9.21 | 115% |
| Returns for 3 years | 2.13 | 0.49 | 434% |
| Returns for 5 years | 38.79 | 38.56 | 101% |
| Returns for 10 years | 24.94 | 76.95 | 32% |
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