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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$75.10
Change+$0.19 (+0.25%)
VolumeN/A
Net Assets140.42B
Vanguard Total World Stock Index Admiral
Price$48.61
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets67.98B
RWIFX vs VTWAX Comparison Chart in %
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RWIFX vs. VTWAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. VTWAX (68B). RWIFX (1.69) and VTWAX (1.68) 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 : 17.43 vs. RWIFX (13.61). VTWAX return over 5 years is better than : 67.99 vs. RWIFX (51.92).
| 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 | 18.978 | 16.397 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 68B | 206% |
| Annual Yield % from dividends | 1.69 | 1.68 | 101% |
| Returns for 1 year | 13.61 | 17.43 | 78% |
| Returns for 3 years | 59.81 | 61.35 | 97% |
| Returns for 5 years | 51.92 | 67.99 | 76% |
| Returns for 10 years | 82.87 | N/A | - |
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