RWIFX
Price
$71.83
Change
+$0.24 (+0.34%)
Updated
Jul 10 closing price
Net Assets
135.86B
WTMVX
Price
$12.16
Change
-$0.03 (-0.25%)
Updated
Jul 10 closing price
Net Assets
35.56M
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RWIFX vs WTMVX

Header iconRWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$71.83
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets135.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.16
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets35.56M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. WTMVX (35.6M). RWIFX pays higher dividends than WTMVX: RWIFX (1.72) vs WTMVX (0.83). 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 : 8.37 vs. WTMVX (5.95). RWIFX return over 5 years is better than : 52.00 vs. WTMVX (30.17).
RWIFXWTMVXRWIFX / WTMVX
Total Expense Ratio0.460.8952%
Annual Report Gross Expense Ratio0.461.4332%
Fund Existence23 years37 years-
Gain YTD14.0867.306193%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets136B35.6M382,022%
Annual Yield % from dividends1.720.83208%
Returns for 1 year8.375.95141%
Returns for 3 years53.5243.20124%
Returns for 5 years52.0030.17172%
Returns for 10 years62.3132.81190%
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