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$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.45
Change-$0.18 (-1.43%)
VolumeN/A
Net Assets35.7M
RWIFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. WTMVX 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 WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. WTMVX (35.7M). RWIFX pays higher dividends than WTMVX: RWIFX (1.60) vs WTMVX (0.80). RWIFX was incepted earlier than WTMVX: RWIFX (24 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 : 13.84 vs. WTMVX (3.28). RWIFX return over 5 years is better than : 46.85 vs. WTMVX (21.72).
| 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 | 37 years | - |
| Gain YTD | 21.509 | 11.180 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 35.7M | 403,361% |
| Annual Yield % from dividends | 1.60 | 0.80 | 200% |
| Returns for 1 year | 13.84 | 3.28 | 422% |
| Returns for 3 years | 55.52 | 41.21 | 135% |
| Returns for 5 years | 46.85 | 21.72 | 216% |
| Returns for 10 years | 82.76 | 42.35 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement