Interact to see
Advertisement
Advertisement
RWIFX vs WTMVX
RWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVX
American Funds Capital World Gr&Inc R5
Price$72.07
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets35.89M
RWIFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. WTMVX commentary
Jul 29, 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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. WTMVX (35.9M). RWIFX pays higher dividends than WTMVX: RWIFX (1.72) vs WTMVX (0.83). RWIFX was incepted earlier than WTMVX: RWIFX (23 years) vs WTMVX (37 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 : 12.43 vs. WTMVX (6.73). RWIFX return over 5 years is better than : 49.47 vs. WTMVX (27.42).
| RWIFX | WTMVX | RWIFX / WTMVX | |
| Total Expense Ratio | 0.46 | 0.89 | 52% |
| Annual Report Gross Expense Ratio | 0.46 | 1.43 | 32% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 14.467 | 8.099 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.9M | 381,616% |
| Annual Yield % from dividends | 1.72 | 0.83 | 208% |
| Returns for 1 year | 12.43 | 6.73 | 185% |
| Returns for 3 years | 45.52 | 33.48 | 136% |
| Returns for 5 years | 49.47 | 27.42 | 180% |
| Returns for 10 years | 62.24 | 33.03 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement