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RWIHX vs WTMVX
RWIHX vs WTMVX Comparison
Open Charts RWIHX vs WTMVX
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
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
RWIHX vs WTMVX Comparison Chart in %
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RWIHX 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 RWIHX is a Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. WTMVX (35.8M). RWIHX pays higher dividends than WTMVX: RWIHX (1.64) vs WTMVX (0.83). RWIHX was incepted earlier than WTMVX: RWIHX (10 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). RWIHX has a lower initial minimum investment than WTMVX: RWIHX (250) vs WTMVX (2500). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. WTMVX (7.76). RWIHX return over 5 years is better than : 54.03 vs. WTMVX (31.40).
| RWIHX | WTMVX | RWIHX / WTMVX | |
| Total Expense Ratio | 0.56 | 0.89 | 63% |
| Annual Report Gross Expense Ratio | 0.56 | 1.43 | 39% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | 13.685 | 8.099 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.64 | 0.83 | 198% |
| Returns for 1 year | 9.57 | 7.76 | 123% |
| Returns for 3 years | 50.99 | 45.27 | 113% |
| Returns for 5 years | 54.03 | 31.40 | 172% |
| Returns for 10 years | N/A | 36.55 | - |
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