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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$66.07
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.90
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets36.4M
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. WTMVX (36.4M). 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 : 14.80 vs. RWIFX (12.20). RWIFX return over 5 years is better than : 32.66 vs. WTMVX (13.52).
| 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 | 3.949 | 4.754 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 36.4M | 354,396% |
| Annual Yield % from dividends | 1.94 | 0.57 | 341% |
| Returns for 1 year | 12.20 | 14.80 | 82% |
| Returns for 3 years | 14.51 | 22.43 | 65% |
| Returns for 5 years | 32.66 | 13.52 | 242% |
| Returns for 10 years | 49.75 | 29.90 | 166% |
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