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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total World Stock Index Admiral
Price$41.96
Change-$0.43 (-1.01%)
VolumeN/A
CapitalizationN/A
RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX commentary
Nov 18, 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 Sell and VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. VTWAX (52.7B). 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 : 22.66 vs. RWIFX (19.46). VTWAX return over 5 years is better than : 52.60 vs. RWIFX (39.97).
| 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 | 13.399 | 15.366 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 52.7B | 237% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 19.46 | 22.66 | 86% |
| Returns for 3 years | 3.86 | 9.62 | 40% |
| Returns for 5 years | 39.97 | 52.60 | 76% |
| Returns for 10 years | 50.91 | N/A | - |
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