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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Vanguard Total World Stock Index Admiral
Price$42.35
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets54.59B
RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX commentary
Jan 19, 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 StrongBuy and VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. VTWAX (54.6B). VTWAX (2.04) and RWIFX (1.94) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (23 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 annual gain was more profitable for investors over the last year : 18.16 vs. RWIFX (11.29). VTWAX return over 5 years is better than : 45.83 vs. RWIFX (28.93).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.077 | 1.827 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 54.6B | 233% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 11.29 | 18.16 | 62% |
| Returns for 3 years | 9.29 | 15.70 | 59% |
| Returns for 5 years | 28.93 | 45.83 | 63% |
| Returns for 10 years | 49.38 | N/A | - |