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RWIFX vs SEEFX
RWIFX vs SEEFX Comparison
Open Charts RWIFX vs SEEFX
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
Saturna Sustainable Equity
Price$19.85
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets22.73M
RWIFX vs SEEFX Comparison Chart
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RWIFX vs. SEEFX commentary
May 23, 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: 128B vs. SEEFX (22.7M). RWIFX pays higher dividends than SEEFX: RWIFX (1.91) vs SEEFX (0.49). RWIFX was incepted earlier than SEEFX: RWIFX (23 years) vs SEEFX (10 years). SEEFX (0.91) 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 : 5.45 vs. RWIFX (3.79). SEEFX (56.12) and RWIFX (56.08) have equivalent 5 years return.
| RWIFX | SEEFX | RWIFX / SEEFX | |
| Total Expense Ratio | 0.46 | 0.75 | 61% |
| Annual Report Gross Expense Ratio | 0.46 | 0.91 | 51% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 6.030 | 3.803 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 22.7M | 563,877% |
| Annual Yield % from dividends | 1.91 | 0.49 | 391% |
| Returns for 1 year | 3.79 | 5.45 | 69% |
| Returns for 3 years | 31.00 | 30.58 | 101% |
| Returns for 5 years | 56.08 | 56.12 | 100% |
| Returns for 10 years | 45.78 | 109.86 | 42% |