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FTWRX vs RWIBX
FTWRX vs RWIBX Comparison
Open Charts FTWRX vs RWIBX
Templeton World R6
Price$17.54
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.69B
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets132.46B
FTWRX vs RWIBX Comparison Chart
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FTWRX vs. RWIBX commentary
Jun 15, 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 FTWRX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 132B vs. FTWRX (2.69B). RWIBX pays higher dividends than FTWRX: RWIBX (0.86) vs FTWRX (0.29). FTWRX was incepted earlier than RWIBX: FTWRX (12 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than FTWRX (0.78). FTWRX is a more actively managed with annual turnover of: 52.04 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than FTWRX: RWIBX (250) vs FTWRX (1000000). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. FTWRX (2.46). FTWRX return over 5 years is better than : 51.64 vs. RWIBX (47.82).
| FTWRX | RWIBX | FTWRX / RWIBX | |
| Total Expense Ratio | 0.75 | 1.51 | 50% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.663 | 8.647 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 132B | 2% |
| Annual Yield % from dividends | 0.29 | 0.86 | 34% |
| Returns for 1 year | 2.46 | 5.45 | 45% |
| Returns for 3 years | 53.87 | 41.17 | 131% |
| Returns for 5 years | 51.64 | 47.82 | 108% |
| Returns for 10 years | 8.90 | 47.79 | 19% |
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