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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total World Stock Index Admiral
Price$41.74
Change-$0.32 (-0.76%)
VolumeN/A
CapitalizationN/A
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RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX commentary
Sep 21, 2024
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 StrongBuy and VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. VTWAX (52.4B). VTWAX (2.04) and RWIFX (1.94) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (22 years) vs VTWAX (6 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (4.00). RWIFX has a lower initial minimum investment than VTWAX: RWIFX (250) vs VTWAX (3000). VTWAX (26.10) and RWIFX (25.07) have marching annual gain over last year. VTWAX return over 5 years is better than : 57.90 vs. RWIFX (46.97).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 14.428 | 15.106 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 52.4B | 244% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 25.07 | 26.10 | 96% |
| Returns for 3 years | 9.73 | 15.57 | 62% |
| Returns for 5 years | 46.97 | 57.90 | 81% |
| Returns for 10 years | 54.30 | N/A | - |