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RCEEX vs VGWLX
RCEEX vs VGWLX Comparison
Open Charts RCEEX vs VGWLX
American Funds Capital Income Bldr R2E
Price$70.75
Change-$1.58 (-2.18%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$24.99
Change-$1.64 (-6.16%)
VolumeN/A
CapitalizationN/A
RCEEX vs VGWLX Comparison Chart
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RCEEX vs. VGWLX 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. VGWLX (2.56B). RCEEX pays higher dividends than VGWLX: RCEEX (2.85) vs VGWLX (2.67). RCEEX was incepted earlier than VGWLX: RCEEX (10 years) vs VGWLX (7 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). RCEEX has a lower initial minimum investment than VGWLX: RCEEX (250) vs VGWLX (3000). RCEEX annual gain was more profitable for investors over the last year : 12.90 vs. VGWLX (7.10). RCEEX return over 5 years is better than : 24.08 vs. VGWLX (20.80).
| RCEEX | VGWLX | RCEEX / VGWLX | |
| 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 | 5.462 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 2.85 | 2.67 | 107% |
| Returns for 1 year | 12.90 | 7.10 | 182% |
| Returns for 3 years | 12.07 | 4.90 | 246% |
| Returns for 5 years | 24.08 | 20.80 | 116% |
| Returns for 10 years | 34.96 | N/A | - |