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RTXSX vs RWIFX
RTXSX vs RWIFX Comparison
Open Charts RTXSX vs RWIFX
Russell Inv Tax-Managed Real Assets S
Price$13.44
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.24B
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
RTXSX vs RWIFX Comparison Chart in %
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RTXSX vs. RWIFX commentary
Dec 27, 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 StrongBuy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. RTXSX (1.24B). RTXSX pays higher dividends than RWIFX: RTXSX (1.96) vs RWIFX (1.59). RTXSX was incepted earlier than RWIFX: RTXSX (7 years) vs RWIFX (24 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 : 12.66 vs. RTXSX (10.62). RTXSX (33.48) and RWIFX (32.78) 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 | 7 years | 24 years | - |
| Gain YTD | 11.074 | 14.720 | 75% |
| Front Load | N/A | 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 | 1.96 | 1.59 | 123% |
| Returns for 1 year | 10.62 | 12.66 | 84% |
| Returns for 3 years | 20.93 | 47.45 | 44% |
| Returns for 5 years | 33.48 | 32.78 | 102% |
| Returns for 10 years | N/A | 75.72 | - |
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