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RWIFX vs TWDAX
RWIFX vs TWDAX Comparison
Open Charts RWIFX vs TWDAX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Templeton World Adv
Price$18.59
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.79B
RWIFX vs TWDAX Comparison Chart in %
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RWIFX vs. TWDAX commentary
Jul 07, 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: 136B vs. TWDAX (2.79B). RWIFX pays higher dividends than TWDAX: RWIFX (1.72) vs TWDAX (0.23). 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 : 9.68 vs. TWDAX (6.87). TWDAX return over 5 years is better than : 58.93 vs. RWIFX (54.61).
| 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 | 13.737 | 11.921 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,880% |
| Annual Yield % from dividends | 1.72 | 0.23 | 747% |
| Returns for 1 year | 9.68 | 6.87 | 141% |
| Returns for 3 years | 51.39 | 60.32 | 85% |
| Returns for 5 years | 54.61 | 58.93 | 93% |
| Returns for 10 years | 64.73 | 18.18 | 356% |
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