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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$74.88
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.42
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets35.8M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Sep 18, 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: 141B vs. WTMVX (35.8M). RWIFX pays higher dividends than WTMVX: RWIFX (1.69) vs WTMVX (0.82). 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 : 13.71 vs. WTMVX (4.26). RWIFX return over 5 years is better than : 54.59 vs. WTMVX (28.69).
| 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 | 19.326 | 9.507 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 1.69 | 0.82 | 205% |
| Returns for 1 year | 13.71 | 4.26 | 322% |
| Returns for 3 years | 60.27 | 46.31 | 130% |
| Returns for 5 years | 54.59 | 28.69 | 190% |
| Returns for 10 years | 83.40 | 43.11 | 193% |
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