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RCEEX vs VGWIX
RCEEX vs VGWIX Comparison
Open Charts RCEEX vs VGWIX
American Funds Capital Income Bldr R2E
Price$70.73
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
Vanguard Global Wellesley Income I
Price$21.93
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets532.84M
RCEEX vs VGWIX Comparison Chart
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RCEEX vs. VGWIX commentary
Jan 31, 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 StrongBuy and VGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. VGWIX (533M). VGWIX pays higher dividends than RCEEX: VGWIX (3.26) vs RCEEX (2.85). RCEEX was incepted earlier than VGWIX: RCEEX (10 years) vs VGWIX (7 years). VGWIX is a more actively managed with annual turnover of: 150.00 vs. RCEEX (106.00). RCEEX has a lower initial minimum investment than VGWIX: RCEEX (250) vs VGWIX (3000). RCEEX annual gain was more profitable for investors over the last year : 10.81 vs. VGWIX (6.73). RCEEX return over 5 years is better than : 25.33 vs. VGWIX (12.99).
| RCEEX | VGWIX | RCEEX / VGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 3.045 | 1.716 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 533M | 20,263% |
| Annual Yield % from dividends | 2.85 | 3.26 | 87% |
| Returns for 1 year | 10.81 | 6.73 | 161% |
| Returns for 3 years | 8.87 | 4.01 | 221% |
| Returns for 5 years | 25.33 | 12.99 | 195% |
| Returns for 10 years | 32.96 | N/A | - |