Interact to see
Advertisement
Advertisement
RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.34
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.16M
RWIEX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. WTMVX commentary
Oct 19, 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 Hold and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. WTMVX (35.2M). RWIEX pays higher dividends than WTMVX: RWIEX (1.38) vs WTMVX (0.81). 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 : 10.77 vs. WTMVX (1.82). RWIEX return over 5 years is better than : 50.71 vs. WTMVX (23.94).
| 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 | 19.970 | 8.627 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.2M | 400,568% |
| Annual Yield % from dividends | 1.38 | 0.81 | 170% |
| Returns for 1 year | 10.77 | 1.82 | 593% |
| Returns for 3 years | 66.98 | 48.04 | 139% |
| Returns for 5 years | 50.71 | 23.94 | 212% |
| Returns for 10 years | 77.20 | 37.43 | 206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement