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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$71.70
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.12
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.06M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. WTMVX (35.1M). 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 : 9.28 vs. WTMVX (3.85). RWIFX return over 5 years is better than : 50.80 vs. WTMVX (25.49).
| 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 | 13.880 | 5.810 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.1M | 384,615% |
| Annual Yield % from dividends | 1.72 | 0.83 | 208% |
| Returns for 1 year | 9.28 | 3.85 | 241% |
| Returns for 3 years | 53.80 | 42.03 | 128% |
| Returns for 5 years | 50.80 | 25.49 | 199% |
| Returns for 10 years | 60.23 | 30.09 | 200% |
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