RWIFX
Price
$71.58
Change
+$0.17 (+0.24%)
Updated
Aug 7 closing price
Net Assets
135.09B
WTMVX
Price
$12.22
Change
+$0.03 (+0.25%)
Updated
Aug 7 closing price
Net Assets
35.37M
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RWIFX vs WTMVX

Header iconRWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.22
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets35.37M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Aug 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. WTMVX (35.4M). RWIFX pays higher dividends than WTMVX: RWIFX (1.72) vs WTMVX (0.83). RWIFX was incepted earlier than WTMVX: RWIFX (23 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). 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 : 16.76 vs. WTMVX (10.52). RWIFX return over 5 years is better than : 47.88 vs. WTMVX (26.87).
RWIFXWTMVXRWIFX / WTMVX
Total Expense Ratio0.460.8952%
Annual Report Gross Expense Ratio0.461.4332%
Fund Existence23 years37 years-
Gain YTD13.6897.306187%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets135B35.4M381,356%
Annual Yield % from dividends1.720.83207%
Returns for 1 year16.7610.52159%
Returns for 3 years43.8433.22132%
Returns for 5 years47.8826.87178%
Returns for 10 years60.6330.43199%
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