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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Total World Stock Index Admiral
Price$47.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets65.19B
RWIFX vs VTWAX Comparison Chart in %
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RWIFX vs. VTWAX commentary
Aug 18, 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: 137B vs. VTWAX (65.2B). VTWAX (1.73) and RWIFX (1.72) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (23 years) vs VTWAX (7 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 : 16.60 vs. RWIFX (11.77). VTWAX return over 5 years is better than : 65.74 vs. RWIFX (49.16).
| 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 | 7 years | - |
| Gain YTD | 15.690 | 13.700 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 65.2B | 210% |
| Annual Yield % from dividends | 1.72 | 1.73 | 100% |
| Returns for 1 year | 11.77 | 16.60 | 71% |
| Returns for 3 years | 42.33 | 42.51 | 100% |
| Returns for 5 years | 49.16 | 65.74 | 75% |
| Returns for 10 years | 66.20 | N/A | - |
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