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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.91
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets34.64M
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Jun 07, 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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. WTMVX (34.6M). RWIFX pays higher dividends than WTMVX: RWIFX (1.80) vs WTMVX (0.86). 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 : 6.69 vs. WTMVX (5.28). RWIFX return over 5 years is better than : 47.37 vs. WTMVX (21.59).
| 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 | 9.173 | 3.961 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 1.80 | 0.86 | 209% |
| Returns for 1 year | 6.69 | 5.28 | 127% |
| Returns for 3 years | 29.94 | 27.83 | 108% |
| Returns for 5 years | 47.37 | 21.59 | 219% |
| Returns for 10 years | 54.73 | 29.12 | 188% |
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