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ASUAX
Price
$13.06
Change
-$0.19 (-1.43%)
Updated
Nov 15 closing price
RWIBX
Price
$66.16
Change
-$0.70 (-1.05%)
Updated
Nov 15 closing price
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ASUAX vs RWIBX

Header iconASUAX vs RWIBX Comparison
Open Charts ASUAX vs RWIBXBanner chart's image
Virtus NFJ Global Sustainability A
Price$13.06
Change-$0.19 (-1.43%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
ASUAX vs RWIBX Comparison Chart
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ASUAX vs. RWIBX commentary
Nov 18, 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 Buy and RWIBX is a Sell.

FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. ASUAX (9.39M). ASUAX pays higher dividends than RWIBX: ASUAX (1.22) vs RWIBX (1.05). ASUAX was incepted earlier than RWIBX: ASUAX (10 years) vs RWIBX (22 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 : 18.20 vs. ASUAX (-11.32). RWIBX return over 5 years is better than : 35.89 vs. ASUAX (-29.12).
ASUAXRWIBXASUAX / RWIBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years22 years-
Gain YTD-1.28512.357-10%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.39M125B0%
Annual Yield % from dividends1.221.05116%
Returns for 1 year-11.3218.20-62%
Returns for 3 years-51.111.61-3,172%
Returns for 5 years-29.1235.89-81%
Returns for 10 yearsN/A45.76-
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