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ASUAX vs RWBEX
ASUAX vs RWBEX Comparison
Open Charts ASUAX vs RWBEX
Virtus NFJ Global Sustainability A
Price$12.41
Change-$0.93 (-6.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
ASUAX vs RWBEX Comparison Chart
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ASUAX vs. RWBEX commentary
Dec 19, 2024
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 ASUAX is a Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. ASUAX (8.3M). RWBEX (1.28) and ASUAX (1.22) have matching dividends . ASUAX was incepted earlier than RWBEX: ASUAX (10 years) vs RWBEX (10 years). ASUAX is a more actively managed with annual turnover of: 114.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ASUAX: RWBEX (250) vs ASUAX (2500). RWBEX annual gain was more profitable for investors over the last year : 7.95 vs. ASUAX (-14.19). RWBEX return over 5 years is better than : 27.03 vs. ASUAX (-28.87).
| ASUAX | RWBEX | ASUAX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 0.831 | 7.142 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3M | 121B | 0% |
| Annual Yield % from dividends | 1.22 | 1.28 | 95% |
| Returns for 1 year | -14.19 | 7.95 | -178% |
| Returns for 3 years | -37.15 | 6.16 | -603% |
| Returns for 5 years | -28.87 | 27.03 | -107% |
| Returns for 10 years | -6.32 | 41.65 | -15% |
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