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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets34.84M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Dec 27, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. WTMVX (34.8M). RWIFX pays higher dividends than WTMVX: RWIFX (1.59) vs WTMVX (0.81). RWIFX was incepted earlier than WTMVX: RWIFX (24 years) vs WTMVX (38 years). WTMVX (1.43) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIFX has a lower initial minimum investment than WTMVX: RWIFX (250) vs WTMVX (2500). RWIFX annual gain was more profitable for investors over the last year : 12.66 vs. WTMVX (3.24). WTMVX (33.05) and RWIFX (32.78) have equivalent 5 years return.
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | 0.46 | 0.89 | 52% |
| Annual Report Gross Expense Ratio | 0.46 | 1.43 | 32% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 14.720 | 5.282 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.8M | 408,046% |
| Annual Yield % from dividends | 1.59 | 0.81 | 197% |
| Returns for 1 year | 12.66 | 3.24 | 391% |
| Returns for 3 years | 47.45 | 38.81 | 122% |
| Returns for 5 years | 32.78 | 33.05 | 99% |
| Returns for 10 years | 75.72 | 40.03 | 189% |
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