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RCEEX vs WASAX
RCEEX vs WASAX Comparison
Open Charts RCEEX vs WASAX
American Funds Capital Income Bldr R2E
Price$69.60
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Macquarie Asset Strategy Fund Cl A
Price$21.67
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets1.77B
RCEEX vs WASAX Comparison Chart
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RCEEX vs. WASAX 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 WASAX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 107B vs. WASAX (1.77B). WASAX (2.86) and RCEEX (2.85) have matching dividends . RCEEX was incepted earlier than WASAX: RCEEX (10 years) vs WASAX (25 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. WASAX (74.00). RCEEX has a lower initial minimum investment than WASAX: RCEEX (250) vs WASAX (1000). RCEEX (10.18) and WASAX (9.98) have marching annual gain over last year. RCEEX return over 5 years is better than : 20.64 vs. WASAX (6.99).
| RCEEX | WASAX | RCEEX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 1.399 | 1.785 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.77B | 6,042% |
| Annual Yield % from dividends | 2.85 | 2.86 | 99% |
| Returns for 1 year | 10.18 | 9.98 | 102% |
| Returns for 3 years | 6.30 | -4.15 | -152% |
| Returns for 5 years | 20.64 | 6.99 | 295% |
| Returns for 10 years | 31.20 | -3.36 | -929% |
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