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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$74.91
Change-$1.38 (-1.81%)
VolumeN/A
Net Assets144.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.45
Change-$0.18 (-1.43%)
VolumeN/A
Net Assets35.7M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Nov 14, 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 StrongBuy and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 144B vs. WTMVX (35.7M). WTMVX pays higher dividends than RWIBX: WTMVX (0.80) vs RWIBX (0.74). RWIBX was incepted earlier than WTMVX: RWIBX (23 years) vs WTMVX (37 years). RWIBX (1.51) is less costly to investors than WTMVX (1.43). RWIBX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIBX has a lower initial minimum investment than WTMVX: RWIBX (250) vs WTMVX (2500). RWIBX annual gain was more profitable for investors over the last year : 14.11 vs. WTMVX (3.28). RWIBX return over 5 years is better than : 43.51 vs. WTMVX (21.72).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.43 | 106% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 22.622 | 11.180 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 35.7M | 403,361% |
| Annual Yield % from dividends | 0.74 | 0.80 | 93% |
| Returns for 1 year | 14.11 | 3.28 | 430% |
| Returns for 3 years | 52.84 | 41.21 | 128% |
| Returns for 5 years | 43.51 | 21.72 | 200% |
| Returns for 10 years | 80.26 | 42.35 | 190% |
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