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RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$74.65
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.00
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets34.65M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Feb 05, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. WTMVX (34.6M). RWIFX pays higher dividends than WTMVX: RWIFX (1.70) vs WTMVX (0.27). 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 : 14.94 vs. WTMVX (1.81). RWIFX return over 5 years is better than : 30.82 vs. WTMVX (28.70).
| 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 | 4.391 | 1.695 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.6M | 410,405% |
| Annual Yield % from dividends | 1.70 | 0.27 | 634% |
| Returns for 1 year | 14.94 | 1.81 | 824% |
| Returns for 3 years | 43.77 | 29.88 | 147% |
| Returns for 5 years | 30.82 | 28.70 | 107% |
| Returns for 10 years | 101.64 | 47.66 | 213% |
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