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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$13.46
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 Assets140.77B
RTXSX vs RWIFX Comparison Chart in %
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RTXSX 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 RTXSX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. RTXSX (1.19B). RTXSX pays higher dividends than RWIFX: RTXSX (2.03) vs RWIFX (1.64). RTXSX was incepted earlier than RWIFX: RTXSX (6 years) vs RWIFX (23 years). RTXSX (1.17) is less costly to investors than RWIFX (0.46). RTXSX is a more actively managed with annual turnover of: 42.00 vs. RWIFX (27.00). RTXSX has a lower initial minimum investment than RWIFX: RTXSX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. RTXSX (4.61). RWIFX (52.48) and RTXSX (50.34) have equivalent 5 years return.
| RTXSX | RWIFX | RTXSX / RWIFX | |
| Total Expense Ratio | 1.08 | 0.46 | 235% |
| Annual Report Gross Expense Ratio | 1.17 | 0.46 | 254% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 11.240 | 20.250 | 56% |
| Front Load | N/A | 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 | 2.03 | 1.64 | 124% |
| Returns for 1 year | 4.61 | 11.13 | 41% |
| Returns for 3 years | 27.99 | 68.41 | 41% |
| Returns for 5 years | 50.34 | 52.48 | 96% |
| Returns for 10 years | N/A | 79.35 | - |
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