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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Vanguard Total World Stock Index Admiral
Price$44.25
Change-$0.55 (-1.23%)
VolumeN/A
Net Assets59.83B
RWIFX vs VTWAX Comparison Chart
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RWIFX vs. VTWAX 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 VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. VTWAX (59.8B). RWIFX (1.80) and VTWAX (1.80) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (23 years) vs VTWAX (6 years). RWIFX (0.46) is less costly to investors than VTWAX (0.09). RWIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). RWIFX has a lower initial minimum investment than VTWAX: RWIFX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 11.14 vs. RWIFX (6.65). VTWAX return over 5 years is better than : 70.62 vs. RWIFX (53.30).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | 0.46 | 0.09 | 511% |
| Annual Report Gross Expense Ratio | 0.46 | 0.09 | 511% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.163 | 6.469 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 59.8B | 219% |
| Annual Yield % from dividends | 1.80 | 1.80 | 100% |
| Returns for 1 year | 6.65 | 11.14 | 60% |
| Returns for 3 years | 45.12 | 47.99 | 94% |
| Returns for 5 years | 53.30 | 70.62 | 75% |
| Returns for 10 years | 53.59 | N/A | - |
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