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RWIFX vs TWDAX
RWIFX vs TWDAX Comparison
Open Charts RWIFX vs TWDAX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Templeton World Adv
Price$17.55
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.65B
RWIFX vs TWDAX Comparison Chart
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RWIFX vs. TWDAX commentary
Jun 16, 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 TWDAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. TWDAX (2.65B). RWIFX pays higher dividends than TWDAX: RWIFX (1.80) vs TWDAX (0.25). RWIFX was incepted earlier than TWDAX: RWIFX (23 years) vs TWDAX (19 years). TWDAX (0.79) is less costly to investors than RWIFX (0.46). TWDAX is a more actively managed with annual turnover of: 52.04 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TWDAX: RWIFX (250) vs TWDAX (100000). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. TWDAX (2.47). RWIFX (53.30) and TWDAX (51.42) have equivalent 5 years return.
| RWIFX | TWDAX | RWIFX / TWDAX | |
| Total Expense Ratio | 0.46 | 0.79 | 58% |
| Annual Report Gross Expense Ratio | 0.46 | 0.79 | 58% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.163 | 5.659 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.65B | 4,951% |
| Annual Yield % from dividends | 1.80 | 0.25 | 735% |
| Returns for 1 year | 6.65 | 2.47 | 269% |
| Returns for 3 years | 45.12 | 53.71 | 84% |
| Returns for 5 years | 53.30 | 51.42 | 104% |
| Returns for 10 years | 53.59 | 8.74 | 613% |
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