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RCEEX vs VGWIX
RCEEX vs VGWIX Comparison
Open Charts RCEEX vs VGWIX
American Funds Capital Income Bldr R2E
Price$68.44
Change+$2.53 (+3.84%)
VolumeN/A
Net Assets100.5B
Vanguard Global Wellesley Income I
Price$21.62
Change+$0.38 (+1.79%)
VolumeN/A
Net Assets558.97M
RCEEX vs VGWIX Comparison Chart
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RCEEX vs. VGWIX commentary
Apr 11, 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 Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 100B vs. VGWIX (559M). VGWIX pays higher dividends than RCEEX: VGWIX (3.69) vs RCEEX (2.71). RCEEX was incepted earlier than VGWIX: RCEEX (11 years) vs VGWIX (7 years). RCEEX (1.07) is less costly to investors than VGWIX (0.44). RCEEX has a lower initial minimum investment than VGWIX: RCEEX (250) vs VGWIX (3000). VGWIX annual gain was more profitable for investors over the last year : 2.55 vs. RCEEX (0.51). RCEEX return over 5 years is better than : 33.14 vs. VGWIX (20.32).
| RCEEX | VGWIX | RCEEX / VGWIX | |
| Total Expense Ratio | 1.07 | 0.44 | 243% |
| Annual Report Gross Expense Ratio | 1.07 | 0.44 | 243% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -3.472 | -0.897 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 559M | 17,889% |
| Annual Yield % from dividends | 2.71 | 3.69 | 73% |
| Returns for 1 year | 0.51 | 2.55 | 20% |
| Returns for 3 years | 3.17 | 4.46 | 71% |
| Returns for 5 years | 33.14 | 20.32 | 163% |
| Returns for 10 years | 23.26 | N/A | - |
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