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RWIBX vs TWDAX
RWIBX vs TWDAX Comparison
Open Charts RWIBX vs TWDAX
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Templeton World Adv
Price$18.59
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.79B
RWIBX vs TWDAX Comparison Chart in %
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RWIBX vs. TWDAX commentary
Jul 07, 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 RWIBX is a Buy and TWDAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. TWDAX (2.79B). RWIBX pays higher dividends than TWDAX: RWIBX (0.82) vs TWDAX (0.23). RWIBX was incepted earlier than TWDAX: RWIBX (23 years) vs TWDAX (19 years). RWIBX (1.51) is less costly to investors than TWDAX (0.79). TWDAX is a more actively managed with annual turnover of: 52.04 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than TWDAX: RWIBX (250) vs TWDAX (100000). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. TWDAX (6.87). TWDAX return over 5 years is better than : 58.93 vs. RWIBX (48.76).
| RWIBX | TWDAX | RWIBX / TWDAX | |
| Total Expense Ratio | 1.51 | 0.79 | 191% |
| Annual Report Gross Expense Ratio | 1.51 | 0.79 | 191% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 13.144 | 11.921 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,880% |
| Annual Yield % from dividends | 0.82 | 0.23 | 354% |
| Returns for 1 year | 8.46 | 6.87 | 123% |
| Returns for 3 years | 47.26 | 60.32 | 78% |
| Returns for 5 years | 48.76 | 58.93 | 83% |
| Returns for 10 years | 58.14 | 18.18 | 320% |
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