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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-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
RWIEX vs WTMVX Comparison Chart in %
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RWIEX 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 RWIEX is a StrongBuy and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. WTMVX (35.7M). RWIEX pays higher dividends than WTMVX: RWIEX (1.35) vs WTMVX (0.80). RWIEX was incepted earlier than WTMVX: RWIEX (23 years) vs WTMVX (37 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 : 15.02 vs. WTMVX (3.28). RWIEX return over 5 years is better than : 47.80 vs. WTMVX (21.72).
| RWIEX | WTMVX | RWIEX / WTMVX | |
| Total Expense Ratio | 0.76 | 0.89 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 1.43 | 53% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 23.416 | 11.180 | 209% |
| 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 | 1.35 | 0.80 | 168% |
| Returns for 1 year | 15.02 | 3.28 | 458% |
| Returns for 3 years | 56.15 | 41.21 | 136% |
| Returns for 5 years | 47.80 | 21.72 | 220% |
| Returns for 10 years | 86.00 | 42.35 | 203% |
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