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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.41
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets35.33M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Aug 30, 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.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. WTMVX (35.3M). 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 : 10.96 vs. WTMVX (3.77). RWIFX return over 5 years is better than : 45.83 vs. WTMVX (24.94).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | 0.46 | 0.89 | 52% |
| Annual Report Gross Expense Ratio | 0.46 | 1.43 | 32% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 16.342 | 8.451 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.3M | 388,102% |
| Annual Yield % from dividends | 1.72 | 0.83 | 207% |
| Returns for 1 year | 10.96 | 3.77 | 290% |
| Returns for 3 years | 50.71 | 39.43 | 129% |
| Returns for 5 years | 45.83 | 24.94 | 184% |
| Returns for 10 years | 76.64 | 40.73 | 188% |
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