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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$61.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Segall Bryant & Hamill Glb All Cp Retail
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets31.78M
RWIFX vs WTMVX Comparison Chart
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RWIFX vs. WTMVX commentary
Apr 18, 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: 117B vs. WTMVX (31.8M). RWIFX pays higher dividends than WTMVX: RWIFX (1.93) vs WTMVX (0.92). 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 (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 : 0.44 vs. RWIFX (-0.63). RWIFX return over 5 years is better than : 45.08 vs. WTMVX (20.52).
| 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 | -3.651 | -6.778 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 31.8M | 367,925% |
| Annual Yield % from dividends | 1.93 | 0.92 | 210% |
| Returns for 1 year | -0.63 | 0.44 | -143% |
| Returns for 3 years | 11.73 | 11.31 | 104% |
| Returns for 5 years | 45.08 | 20.52 | 220% |
| Returns for 10 years | 34.19 | 14.68 | 233% |
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