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RWIFX vs TEPLX
RWIFX vs TEPLX Comparison
Open Charts RWIFX vs TEPLX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Templeton Growth A
Price$28.58
Change-$0.39 (-1.35%)
VolumeN/A
Net Assets8.63B
RWIFX vs TEPLX Comparison Chart
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RWIFX vs. TEPLX commentary
Jun 15, 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 RWIFX is a Buy and TEPLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. TEPLX (8.63B). RWIFX pays higher dividends than TEPLX: RWIFX (1.80) vs TEPLX (1.01). RWIFX was incepted earlier than TEPLX: RWIFX (23 years) vs TEPLX (71 years). TEPLX (1.03) is less costly to investors than RWIFX (0.46). TEPLX is a more actively managed with annual turnover of: 43.43 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TEPLX: RWIFX (250) vs TEPLX (1000). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. TEPLX (5.02). RWIFX (53.30) and TEPLX (51.68) have equivalent 5 years return.
| RWIFX | TEPLX | RWIFX / TEPLX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.03 | 45% |
| Fund Existence | 23 years | 71 years | - |
| Gain YTD | 9.163 | 9.167 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 8.63B | 1,518% |
| Annual Yield % from dividends | 1.80 | 1.01 | 178% |
| Returns for 1 year | 6.65 | 5.02 | 132% |
| Returns for 3 years | 45.12 | 40.51 | 111% |
| Returns for 5 years | 53.30 | 51.68 | 103% |
| Returns for 10 years | 53.59 | 23.96 | 224% |
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