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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$74.36
Change-$0.41 (-0.55%)
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
RWIEX vs WTMVX Comparison Chart in %
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RWIEX 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 RWIEX is a Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. WTMVX (34.6M). RWIEX pays higher dividends than WTMVX: RWIEX (1.44) vs WTMVX (0.27). RWIEX was incepted earlier than WTMVX: RWIEX (24 years) vs WTMVX (38 years). WTMVX (1.43) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIEX has a lower initial minimum investment than WTMVX: RWIEX (250) vs WTMVX (2500). RWIEX annual gain was more profitable for investors over the last year : 14.57 vs. WTMVX (1.81). RWIEX (29.18) and WTMVX (28.70) have equivalent 5 years return.
| RWIEX | WTMVX | RWIEX / WTMVX | |
| Total Expense Ratio | 0.76 | 0.89 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 1.43 | 53% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 4.365 | 1.695 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.6M | 410,405% |
| Annual Yield % from dividends | 1.44 | 0.27 | 538% |
| Returns for 1 year | 14.57 | 1.81 | 804% |
| Returns for 3 years | 42.43 | 29.88 | 142% |
| Returns for 5 years | 29.18 | 28.70 | 102% |
| Returns for 10 years | 99.06 | 47.66 | 208% |
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