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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total World Stock Index Admiral
Price$41.86
Change-$1.19 (-2.76%)
VolumeN/A
CapitalizationN/A
RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX commentary
Dec 19, 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 Buy and VTWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. VTWAX (55.5B). 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 : 20.11 vs. RWIFX (12.33). VTWAX return over 5 years is better than : 51.93 vs. RWIFX (33.65).
| 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 | 10.727 | 18.363 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 55.5B | 218% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 12.33 | 20.11 | 61% |
| Returns for 3 years | 10.56 | 17.38 | 61% |
| Returns for 5 years | 33.65 | 51.93 | 65% |
| Returns for 10 years | 49.13 | N/A | - |