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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Vanguard Total World Stock Index Admiral
Price$45.75
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets63.3B
RWIFX vs VTWAX Comparison Chart in %
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RWIFX vs. VTWAX commentary
Jul 17, 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 VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. VTWAX (63.3B). VTWAX (1.74) and RWIFX (1.72) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (23 years) vs VTWAX (6 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 : 10.22 vs. RWIFX (7.22). VTWAX return over 5 years is better than : 66.49 vs. RWIFX (50.19).
| 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 | 6 years | - |
| Gain YTD | 13.419 | 9.776 | 137% |
| 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 | 1.74 | 99% |
| Returns for 1 year | 7.22 | 10.22 | 71% |
| Returns for 3 years | 53.08 | 52.00 | 102% |
| Returns for 5 years | 50.19 | 66.49 | 75% |
| Returns for 10 years | 59.38 | N/A | - |