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RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$13.82
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets1.28B
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
RTXAX vs RWIFX Comparison Chart in %
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RTXAX vs. RWIFX commentary
Jan 15, 2026
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: 142B vs. RTXAX (1.28B). RTXAX pays higher dividends than RWIFX: RTXAX (2.86) vs RWIFX (1.78). RTXAX was incepted earlier than RWIFX: RTXAX (7 years) vs RWIFX (24 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 : 19.27 vs. RTXAX (17.15). RTXAX (34.57) and RWIFX (33.00) have equivalent 5 years return.
| RTXAX | RWIFX | RTXAX / RWIFX | |
| Total Expense Ratio | 1.33 | 0.46 | 289% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 3.754 | 3.748 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 142B | 1% |
| Annual Yield % from dividends | 2.86 | 1.78 | 161% |
| Returns for 1 year | 17.15 | 19.27 | 89% |
| Returns for 3 years | 20.99 | 44.85 | 47% |
| Returns for 5 years | 34.57 | 33.00 | 105% |
| Returns for 10 years | N/A | 102.06 | - |
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