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RWIEX vs WTMVX
RWIEX vs WTMVX Comparison
Open Charts RWIEX vs WTMVX
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
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
RWIEX vs WTMVX Comparison Chart in %
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RWIEX 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 RWIEX is a Hold and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. WTMVX (34.8M). RWIEX pays higher dividends than WTMVX: RWIEX (1.34) vs WTMVX (0.81). 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 : 12.38 vs. WTMVX (3.24). WTMVX return over 5 years is better than : 33.05 vs. RWIEX (31.21).
| 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 | 14.434 | 5.282 | 273% |
| 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 | 1.34 | 0.81 | 166% |
| Returns for 1 year | 12.38 | 3.24 | 382% |
| Returns for 3 years | 46.17 | 38.81 | 119% |
| Returns for 5 years | 31.21 | 33.05 | 94% |
| Returns for 10 years | 73.56 | 40.03 | 184% |
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