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RWIFX vs TEPLX
RWIFX vs TEPLX Comparison
Open Charts RWIFX vs TEPLX
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
Templeton Growth A
Price$27.07
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets8.21B
RWIFX vs TEPLX Comparison Chart
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RWIFX vs. TEPLX commentary
May 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 RWIFX is a Buy and TEPLX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 124B vs. TEPLX (8.21B). RWIFX pays higher dividends than TEPLX: RWIFX (1.91) vs TEPLX (1.08). RWIFX was incepted earlier than TEPLX: RWIFX (23 years) vs TEPLX (70 years). TEPLX (1.03) is less costly to investors than RWIFX (0.46). TEPLX is a more actively managed with annual turnover of: 43.43 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TEPLX: RWIFX (250) vs TEPLX (1000). RWIFX annual gain was more profitable for investors over the last year : 2.29 vs. TEPLX (0.20). RWIFX (51.85) and TEPLX (49.86) have equivalent 5 years return.
| RWIFX | TEPLX | RWIFX / TEPLX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.03 | 45% |
| Fund Existence | 23 years | 70 years | - |
| Gain YTD | 2.461 | 3.018 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 8.21B | 1,511% |
| Annual Yield % from dividends | 1.91 | 1.08 | 177% |
| Returns for 1 year | 2.29 | 0.20 | 1,148% |
| Returns for 3 years | 27.06 | 24.62 | 110% |
| Returns for 5 years | 51.85 | 49.86 | 104% |
| Returns for 10 years | 41.54 | 13.36 | 311% |
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