Interact to see
Advertisement
Advertisement
RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$76.93
Change+$0.74 (+0.97%)
VolumeN/A
Net Assets141.14B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.44
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets34.67M
RWIFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. WTMVX commentary
Nov 27, 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 (34.7M). RWIFX pays higher dividends than WTMVX: RWIFX (1.60) vs WTMVX (0.80). RWIFX was incepted earlier than WTMVX: RWIFX (24 years) vs WTMVX (38 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 : 14.20 vs. WTMVX (0.83). RWIFX return over 5 years is better than : 44.31 vs. WTMVX (16.91).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | 0.46 | 0.89 | 52% |
| Annual Report Gross Expense Ratio | 0.46 | 1.43 | 32% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 22.592 | 8.803 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 34.7M | 406,340% |
| Annual Yield % from dividends | 1.60 | 0.80 | 200% |
| Returns for 1 year | 14.20 | 0.83 | 1,713% |
| Returns for 3 years | 53.96 | 35.95 | 150% |
| Returns for 5 years | 44.31 | 16.91 | 262% |
| Returns for 10 years | 81.72 | 34.47 | 237% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement