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$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.34
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.16M
RWIFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. WTMVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. WTMVX (35.2M). RWIFX pays higher dividends than WTMVX: RWIFX (1.64) vs WTMVX (0.81). 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 : 11.13 vs. WTMVX (1.82). RWIFX return over 5 years is better than : 52.48 vs. WTMVX (23.94).
| 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 | 20.250 | 8.627 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.2M | 400,568% |
| Annual Yield % from dividends | 1.64 | 0.81 | 202% |
| Returns for 1 year | 11.13 | 1.82 | 612% |
| Returns for 3 years | 68.41 | 48.04 | 142% |
| Returns for 5 years | 52.48 | 23.94 | 219% |
| Returns for 10 years | 79.35 | 37.43 | 212% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement