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RCEEX vs VGWAX
RCEEX vs VGWAX Comparison
Open Charts RCEEX vs VGWAX
American Funds Capital Income Bldr R2E
Price$70.75
Change-$1.58 (-2.18%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$31.23
Change-$2.07 (-6.22%)
VolumeN/A
CapitalizationN/A
RCEEX vs VGWAX Comparison Chart
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RCEEX vs. VGWAX 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 RCEEX is a Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. VGWAX (2.56B). 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 : 12.90 vs. VGWAX (7.17). RCEEX return over 5 years is better than : 24.08 vs. VGWAX (20.96).
| 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 | 11.479 | 5.520 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 2.85 | 2.79 | 102% |
| Returns for 1 year | 12.90 | 7.17 | 180% |
| Returns for 3 years | 12.07 | 4.98 | 243% |
| Returns for 5 years | 24.08 | 20.96 | 115% |
| Returns for 10 years | 34.96 | N/A | - |