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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$13.40
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
RTXAX vs RWIFX Comparison Chart in %
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RTXAX vs. RWIFX commentary
Oct 19, 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 RTXAX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. RTXAX (1.19B). RTXAX pays higher dividends than RWIFX: RTXAX (1.86) vs RWIFX (1.64). RTXAX was incepted earlier than RWIFX: RTXAX (6 years) vs RWIFX (23 years). RTXAX (1.42) is less costly to investors than RWIFX (0.46). RTXAX is a more actively managed with annual turnover of: 42.00 vs. RWIFX (27.00). RTXAX has a lower initial minimum investment than RWIFX: RTXAX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. RTXAX (4.34). RWIFX return over 5 years is better than : 52.48 vs. RTXAX (49.14).
| RTXAX | RWIFX | RTXAX / RWIFX | |
| Total Expense Ratio | 1.33 | 0.46 | 289% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 11.019 | 20.250 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 141B | 1% |
| Annual Yield % from dividends | 1.86 | 1.64 | 113% |
| Returns for 1 year | 4.34 | 11.13 | 39% |
| Returns for 3 years | 27.18 | 68.41 | 40% |
| Returns for 5 years | 49.14 | 52.48 | 94% |
| Returns for 10 years | N/A | 79.35 | - |
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