Ad is loading...
RCEEX vs VGWAX
RCEEX vs VGWAX Comparison
Open Charts RCEEX vs VGWAX
American Funds Capital Income Bldr R2E
Price$69.60
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
Vanguard Global Wellington Admiral
Price$31.84
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets2.45B
RCEEX vs VGWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RCEEX vs. VGWAX commentary
Jan 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 RCEEX is a Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 106B vs. VGWAX (2.45B). RCEEX (2.85) and VGWAX (2.79) have matching dividends . RCEEX was incepted earlier than VGWAX: RCEEX (10 years) vs VGWAX (7 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). RCEEX has a lower initial minimum investment than VGWAX: RCEEX (250) vs VGWAX (50000). RCEEX annual gain was more profitable for investors over the last year : 10.18 vs. VGWAX (2.09). RCEEX return over 5 years is better than : 20.64 vs. VGWAX (14.17).
| RCEEX | VGWAX | RCEEX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 1.399 | 1.144 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.45B | 4,330% |
| Annual Yield % from dividends | 2.85 | 2.79 | 102% |
| Returns for 1 year | 10.18 | 2.09 | 488% |
| Returns for 3 years | 6.30 | -0.81 | -778% |
| Returns for 5 years | 20.64 | 14.17 | 146% |
| Returns for 10 years | 31.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...