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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
Vanguard Total World Stock Index Admiral
Price$42.07
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets56.67B
RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX commentary
May 12, 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: 125B vs. VTWAX (56.7B). RWIFX (1.91) and VTWAX (1.90) 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 : 7.96 vs. RWIFX (2.53). VTWAX return over 5 years is better than : 71.76 vs. RWIFX (52.57).
| 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 | 2.950 | 1.224 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 56.7B | 220% |
| Annual Yield % from dividends | 1.91 | 1.90 | 100% |
| Returns for 1 year | 2.53 | 7.96 | 32% |
| Returns for 3 years | 31.36 | 34.33 | 91% |
| Returns for 5 years | 52.57 | 71.76 | 73% |
| Returns for 10 years | 43.36 | N/A | - |