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FTWRX vs RWIFX
FTWRX vs RWIFX Comparison
Open Charts FTWRX vs RWIFX
Templeton World R6
Price$17.54
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.69B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
FTWRX vs RWIFX Comparison Chart
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FTWRX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 132B vs. FTWRX (2.69B). RWIFX pays higher dividends than FTWRX: RWIFX (1.80) vs FTWRX (0.29). FTWRX was incepted earlier than RWIFX: FTWRX (12 years) vs RWIFX (23 years). FTWRX (0.78) is less costly to investors than RWIFX (0.46). FTWRX is a more actively managed with annual turnover of: 52.04 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than FTWRX: RWIFX (250) vs FTWRX (1000000). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. FTWRX (2.46). RWIFX (53.30) and FTWRX (51.64) have equivalent 5 years return.
| FTWRX | RWIFX | FTWRX / RWIFX | |
| Total Expense Ratio | 0.75 | 0.46 | 163% |
| Annual Report Gross Expense Ratio | 0.78 | 0.46 | 170% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.663 | 9.163 | 62% |
| 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 | 1.80 | 16% |
| Returns for 1 year | 2.46 | 6.65 | 37% |
| Returns for 3 years | 53.87 | 45.12 | 119% |
| Returns for 5 years | 51.64 | 53.30 | 97% |
| Returns for 10 years | 8.90 | 53.59 | 17% |
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