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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$70.98
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets135.01B
Vanguard Total World Stock Index Admiral
Price$46.00
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets63.3B
RWIFX vs VTWAX Comparison Chart in %
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RWIFX vs. VTWAX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. VTWAX (63.3B). VTWAX (1.73) and RWIFX (1.72) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (23 years) vs VTWAX (7 years). RWIFX (0.46) is less costly to investors than VTWAX (0.09). RWIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). 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 : 21.21 vs. RWIFX (16.28). VTWAX return over 5 years is better than : 62.79 vs. RWIFX (45.83).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | 0.46 | 0.09 | 511% |
| Annual Report Gross Expense Ratio | 0.46 | 0.09 | 511% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 12.736 | 10.980 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 63.3B | 213% |
| Annual Yield % from dividends | 1.72 | 1.73 | 100% |
| Returns for 1 year | 16.28 | 21.21 | 77% |
| Returns for 3 years | 43.15 | 43.65 | 99% |
| Returns for 5 years | 45.83 | 62.79 | 73% |
| Returns for 10 years | 60.86 | N/A | - |
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