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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.51
Change-$0.20 (-1.71%)
VolumeN/A
Net Assets35.01M
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Feb 23, 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 WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. WTMVX (35M). RWIFX pays higher dividends than WTMVX: RWIFX (1.94) vs WTMVX (0.57). RWIFX was incepted earlier than WTMVX: RWIFX (23 years) vs WTMVX (37 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 annual gain was more profitable for investors over the last year : 7.41 vs. WTMVX (5.69). RWIFX return over 5 years is better than : 33.89 vs. WTMVX (9.50).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 4.358 | 1.320 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 35M | 365,714% |
| Annual Yield % from dividends | 1.94 | 0.57 | 341% |
| Returns for 1 year | 7.41 | 5.69 | 130% |
| Returns for 3 years | 17.26 | 20.73 | 83% |
| Returns for 5 years | 33.89 | 9.50 | 357% |
| Returns for 10 years | 46.04 | 23.19 | 199% |
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