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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets33.75M
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
May 09, 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: 124B vs. WTMVX (33.8M). RWIFX pays higher dividends than WTMVX: RWIFX (1.91) vs WTMVX (0.90). RWIFX was incepted earlier than WTMVX: RWIFX (23 years) vs WTMVX (37 years). WTMVX (1.49) 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). WTMVX annual gain was more profitable for investors over the last year : 3.00 vs. RWIFX (2.59). RWIFX return over 5 years is better than : 52.29 vs. WTMVX (26.26).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | 0.46 | 0.89 | 52% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 2.761 | -0.088 | -3,137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 33.8M | 366,864% |
| Annual Yield % from dividends | 1.91 | 0.90 | 211% |
| Returns for 1 year | 2.59 | 3.00 | 87% |
| Returns for 3 years | 31.72 | 33.03 | 96% |
| Returns for 5 years | 52.29 | 26.26 | 199% |
| Returns for 10 years | 42.48 | 20.84 | 204% |
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