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RCEEX vs WASAX
RCEEX vs WASAX Comparison
Open Charts RCEEX vs WASAX
American Funds Capital Income Bldr R2E
Price$70.75
Change-$1.58 (-2.18%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl A
Price$21.31
Change-$0.46 (-2.11%)
VolumeN/A
CapitalizationN/A
RCEEX vs WASAX Comparison Chart
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RCEEX vs. WASAX 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 WASAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. WASAX (1.8B). WASAX (2.86) and RCEEX (2.85) have matching dividends . RCEEX was incepted earlier than WASAX: RCEEX (10 years) vs WASAX (24 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 annual gain was more profitable for investors over the last year : 12.90 vs. WASAX (10.98). RCEEX return over 5 years is better than : 24.08 vs. WASAX (10.16).
| RCEEX | WASAX | RCEEX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 11.479 | 10.046 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 6,007% |
| Annual Yield % from dividends | 2.85 | 2.86 | 99% |
| Returns for 1 year | 12.90 | 10.98 | 117% |
| Returns for 3 years | 12.07 | -3.59 | -336% |
| Returns for 5 years | 24.08 | 10.16 | 237% |
| Returns for 10 years | 34.96 | -5.76 | -607% |