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FTWRX vs RWIFX
FTWRX vs RWIFX Comparison
Open Charts FTWRX vs RWIFX
Templeton World R6
Price$19.29
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets2.84B
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
FTWRX vs RWIFX Comparison Chart in %
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FTWRX vs. RWIFX commentary
Sep 28, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. FTWRX (2.84B). RWIFX pays higher dividends than FTWRX: RWIFX (1.69) vs FTWRX (0.27). 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 : 9.77 vs. FTWRX (7.79). FTWRX return over 5 years is better than : 61.63 vs. RWIFX (56.94).
| 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 | 16.205 | 19.119 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 140B | 2% |
| Annual Yield % from dividends | 0.27 | 1.69 | 16% |
| Returns for 1 year | 7.79 | 9.77 | 80% |
| Returns for 3 years | 82.32 | 71.31 | 115% |
| Returns for 5 years | 61.63 | 56.94 | 108% |
| Returns for 10 years | 38.70 | 92.50 | 42% |
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