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RWIFX vs VTWAX
RWIFX vs VTWAX Comparison
Open Charts RWIFX vs VTWAX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Vanguard Total World Stock Index Admiral
Price$49.33
Change-$0.73 (-1.46%)
VolumeN/A
Net Assets73.54B
RWIFX vs VTWAX Comparison Chart in %
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RWIFX vs. VTWAX commentary
Nov 14, 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 StrongBuy and VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. VTWAX (73.5B). VTWAX (1.64) and RWIFX (1.60) 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 : 17.57 vs. RWIFX (15.39). VTWAX return over 5 years is better than : 64.48 vs. RWIFX (49.55).
| 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 | 23.740 | 20.568 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 73.5B | 196% |
| Annual Yield % from dividends | 1.60 | 1.64 | 98% |
| Returns for 1 year | 15.39 | 17.57 | 88% |
| Returns for 3 years | 57.49 | 60.64 | 95% |
| Returns for 5 years | 49.55 | 64.48 | 77% |
| Returns for 10 years | 88.26 | N/A | - |
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