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ASUAX vs RWIBX
ASUAX vs RWIBX Comparison
Open Charts ASUAX vs RWIBX
Virtus NFJ Global Sustainability A
Price$12.41
Change-$0.93 (-6.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
ASUAX vs RWIBX Comparison Chart
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ASUAX vs. RWIBX 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. ASUAX (8.3M). ASUAX pays higher dividends than RWIBX: ASUAX (1.22) vs RWIBX (1.05). ASUAX was incepted earlier than RWIBX: ASUAX (10 years) vs RWIBX (23 years). ASUAX is a more actively managed with annual turnover of: 114.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than ASUAX: RWIBX (250) vs ASUAX (2500). RWIBX annual gain was more profitable for investors over the last year : 7.56 vs. ASUAX (-14.19). RWIBX return over 5 years is better than : 25.73 vs. ASUAX (-28.87).
| ASUAX | RWIBX | ASUAX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.831 | 6.765 | 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 | 1.05 | 116% |
| Returns for 1 year | -14.19 | 7.56 | -188% |
| Returns for 3 years | -37.15 | 5.44 | -683% |
| Returns for 5 years | -28.87 | 25.73 | -112% |
| Returns for 10 years | -6.32 | 40.26 | -16% |
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