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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$76.37
Change+$0.50 (+0.66%)
VolumeN/A
Net Assets141.87B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.59
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets35.86M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. WTMVX (35.9M). RWIFX pays higher dividends than WTMVX: RWIFX (1.64) vs WTMVX (0.81). 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 : 13.14 vs. WTMVX (4.93). RWIFX return over 5 years is better than : 53.68 vs. WTMVX (25.50).
| 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 | 21.700 | 10.211 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 35.9M | 395,543% |
| Annual Yield % from dividends | 1.64 | 0.81 | 202% |
| Returns for 1 year | 13.14 | 4.93 | 266% |
| Returns for 3 years | 71.74 | 53.09 | 135% |
| Returns for 5 years | 53.68 | 25.50 | 211% |
| Returns for 10 years | 82.04 | 39.44 | 208% |
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