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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$70.71
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets34.84M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX 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 RWIBX is a Hold and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. WTMVX (34.8M). WTMVX pays higher dividends than RWIBX: WTMVX (0.81) vs RWIBX (0.74). RWIBX was incepted earlier than WTMVX: RWIBX (24 years) vs WTMVX (38 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 : 11.60 vs. WTMVX (3.24). WTMVX return over 5 years is better than : 33.05 vs. RWIBX (27.22).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.43 | 106% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 13.653 | 5.282 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.8M | 408,046% |
| Annual Yield % from dividends | 0.74 | 0.81 | 91% |
| Returns for 1 year | 11.60 | 3.24 | 358% |
| Returns for 3 years | 42.89 | 38.81 | 110% |
| Returns for 5 years | 27.22 | 33.05 | 82% |
| Returns for 10 years | 68.03 | 40.03 | 170% |
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