Interact to see
Advertisement
Advertisement
RTXAX vs RWIFX
RTXAX vs RWIFX Comparison
Open Charts RTXAX vs RWIFX
Russell Inv Tax-Managed Real Assets A
Price$13.39
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets1.24B
American Funds Capital World Gr&Inc R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
RTXAX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTXAX vs. RWIFX commentary
Dec 26, 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 StrongBuy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. RTXAX (1.24B). RTXAX pays higher dividends than RWIFX: RTXAX (1.80) vs RWIFX (1.59). 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 : 12.56 vs. RTXAX (10.48). RWIFX (32.63) and RTXAX (32.39) 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 | 10.936 | 14.593 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 142B | 1% |
| Annual Yield % from dividends | 1.80 | 1.59 | 113% |
| Returns for 1 year | 10.48 | 12.56 | 83% |
| Returns for 3 years | 20.21 | 47.35 | 43% |
| Returns for 5 years | 32.39 | 32.63 | 99% |
| Returns for 10 years | N/A | 76.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers