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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$64.28
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.60
Change+$0.04 (+0.35%)
VolumeN/A
CapitalizationN/A
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Dec 24, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. WTMVX (35.9M). RWIFX pays higher dividends than WTMVX: RWIFX (1.94) vs WTMVX (0.57). RWIFX was incepted earlier than WTMVX: RWIFX (23 years) vs WTMVX (37 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). 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 : 13.23 vs. RWIFX (9.83). RWIFX return over 5 years is better than : 30.94 vs. WTMVX (9.16).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 9.010 | 12.621 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 35.9M | 348,189% |
| Annual Yield % from dividends | 1.94 | 0.57 | 341% |
| Returns for 1 year | 9.83 | 13.23 | 74% |
| Returns for 3 years | 6.29 | 7.61 | 83% |
| Returns for 5 years | 30.94 | 9.16 | 338% |
| Returns for 10 years | 46.25 | 23.15 | 200% |
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