Interact to see
Advertisement
Advertisement
RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Vanguard Total World Stock Index Admiral
Price$50.38
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets74.86B
RWIFX vs VTWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VTWAX commentary
Dec 26, 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 Hold and VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. VTWAX (74.9B). VTWAX (1.63) and RWIFX (1.59) have matching dividends . RWIFX was incepted earlier than VTWAX: RWIFX (24 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 : 19.08 vs. RWIFX (12.56). VTWAX return over 5 years is better than : 57.36 vs. RWIFX (32.63).
| RWIFX | VTWAX | RWIFX / VTWAX | |
| Total Expense Ratio | 0.46 | 0.09 | 511% |
| Annual Report Gross Expense Ratio | 0.46 | 0.09 | 511% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 14.593 | 21.339 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 74.9B | 190% |
| Annual Yield % from dividends | 1.59 | 1.63 | 98% |
| Returns for 1 year | 12.56 | 19.08 | 66% |
| Returns for 3 years | 47.35 | 66.22 | 72% |
| Returns for 5 years | 32.63 | 57.36 | 57% |
| Returns for 10 years | 76.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REM | 22.33 | 0.19 | +0.86% |
| iShares Mortgage Real Estate Capped ETF | |||
| STXI | 31.49 | 0.12 | +0.38% |
| Strive International Developed Mkts ETF | |||
| AMOM | 49.76 | 0.17 | +0.35% |
| QRAFT AI-Enhanced US Large Cap Mmntm ETF | |||
| SCHZ | 23.40 | 0.05 | +0.21% |
| Schwab US Aggregate Bond ETF™ | |||
| HEQ | 10.77 | 0.01 | +0.09% |
| John Hancock Diversified Income Fund | |||