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RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
American Funds Capital World Gr&Inc R2
Price$73.25
Change-$0.40 (-0.54%)
VolumeN/A
Net Assets142.37B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.00
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets34.65M
RWIBX vs WTMVX Comparison Chart in %
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RWIBX vs. WTMVX commentary
Feb 05, 2026
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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. WTMVX (34.6M). RWIBX pays higher dividends than WTMVX: RWIBX (0.82) vs WTMVX (0.27). 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 : 13.59 vs. WTMVX (1.81). WTMVX return over 5 years is better than : 28.70 vs. RWIBX (25.06).
| 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 | 4.285 | 1.695 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.6M | 410,405% |
| Annual Yield % from dividends | 0.82 | 0.27 | 308% |
| Returns for 1 year | 13.59 | 1.81 | 749% |
| Returns for 3 years | 38.98 | 29.88 | 130% |
| Returns for 5 years | 25.06 | 28.70 | 87% |
| Returns for 10 years | 92.30 | 47.66 | 194% |
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