RWIFX
Price
$71.61
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
WTMVX
Price
$12.28
Change
+$0.11 (+0.90%)
Updated
Jul 3 closing price
Net Assets
35.8M
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RWIFX vs WTMVX

Header iconRWIFX vs WTMVX Comparison
Open Charts RWIFX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets35.8M
RWIFX vs WTMVX Comparison Chart in %
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RWIFX vs. WTMVX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. WTMVX (35.8M). 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 : 9.68 vs. WTMVX (7.76). RWIFX return over 5 years is better than : 54.61 vs. WTMVX (31.40).
RWIFXWTMVXRWIFX / WTMVX
Total Expense Ratio0.460.8952%
Annual Report Gross Expense Ratio0.461.4332%
Fund Existence23 years37 years-
Gain YTD13.7378.099170%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets136B35.8M379,888%
Annual Yield % from dividends1.720.83208%
Returns for 1 year9.687.76125%
Returns for 3 years51.3945.27114%
Returns for 5 years54.6131.40174%
Returns for 10 years64.7336.55177%
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