Interact to see
Advertisement
Advertisement
RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Vanguard Total World Stock Index Admiral
Price$48.41
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets73.54B
RWIFX vs VTWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VTWAX commentary
Nov 20, 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 Hold and VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. VTWAX (73.5B). VTWAX (1.64) and RWIFX (1.60) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (24 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 : 14.57 vs. RWIFX (12.54). VTWAX return over 5 years is better than : 57.82 vs. RWIFX (43.47).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | 0.46 | 0.09 | 511% |
| Annual Report Gross Expense Ratio | 0.46 | 0.09 | 511% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 19.262 | 16.474 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 73.5B | 189% |
| Annual Yield % from dividends | 1.60 | 1.64 | 98% |
| Returns for 1 year | 12.54 | 14.57 | 86% |
| Returns for 3 years | 52.05 | 56.33 | 92% |
| Returns for 5 years | 43.47 | 57.82 | 75% |
| Returns for 10 years | 76.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement