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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$68.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$12.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Oct 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 StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. WTMVX (36.4M). RWIFX pays higher dividends than WTMVX: RWIFX (1.94) vs WTMVX (0.57). RWIFX was incepted earlier than WTMVX: RWIFX (22 years) vs WTMVX (36 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). RWIFX has a lower initial minimum investment than WTMVX: RWIFX (250) vs WTMVX (2500). RWIFX (26.27) and WTMVX (25.90) have marching annual gain over last year. RWIFX return over 5 years is better than : 48.83 vs. WTMVX (15.50).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 16.232 | 18.544 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 36.4M | 351,648% |
| Annual Yield % from dividends | 1.94 | 0.57 | 341% |
| Returns for 1 year | 26.27 | 25.90 | 101% |
| Returns for 3 years | 9.60 | 10.50 | 91% |
| Returns for 5 years | 48.83 | 15.50 | 315% |
| Returns for 10 years | 64.98 | 33.47 | 194% |
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