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$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
Vanguard Total World Stock Index Admiral
Price$51.56
Change+$2.42 (+4.92%)
VolumeN/A
Net Assets76.58B
RWIFX vs VTWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VTWAX commentary
Feb 04, 2026
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: 142B vs. VTWAX (76.6B). VTWAX (1.74) and RWIFX (1.70) 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 : 21.49 vs. RWIFX (16.61). VTWAX return over 5 years is better than : 53.59 vs. RWIFX (32.39).
| 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 | 4.964 | 3.223 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.6B | 185% |
| Annual Yield % from dividends | 1.70 | 1.74 | 97% |
| Returns for 1 year | 16.61 | 21.49 | 77% |
| Returns for 3 years | 44.56 | 57.04 | 78% |
| Returns for 5 years | 32.39 | 53.59 | 60% |
| Returns for 10 years | 102.75 | 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 % |
| TPOR | 36.23 | 1.40 | +4.02% |
| Direxion Dly Transp Bull 3X Shrs ETF | |||
| IJS | 122.52 | 0.21 | +0.17% |
| iShares S&P Small-Cap 600 Value ETF | |||
| HQL | 17.17 | 0.01 | +0.06% |
| abrdn Life Sciences Investors | |||
| KPDD | 9.35 | N/A | -0.05% |
| KraneShares 2x Long PDD Daily ETF | |||
| EJUL | 30.23 | -0.04 | -0.13% |
| Innovator Emerging Power Bffr ETF July | |||