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RCEEX vs VGWLX
RCEEX vs VGWLX Comparison
Open Charts RCEEX vs VGWLX
American Funds Capital Income Bldr R2E
Price$69.60
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Investor
Price$25.47
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.45B
RCEEX vs VGWLX Comparison Chart
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RCEEX vs. VGWLX 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 107B vs. VGWLX (2.45B). 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 : 10.18 vs. VGWLX (2.04). RCEEX return over 5 years is better than : 20.64 vs. VGWLX (14.06).
| 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 | 1.399 | 1.152 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 2.85 | 2.67 | 107% |
| Returns for 1 year | 10.18 | 2.04 | 499% |
| Returns for 3 years | 6.30 | -0.88 | -717% |
| Returns for 5 years | 20.64 | 14.06 | 147% |
| Returns for 10 years | 31.20 | N/A | - |
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