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RWBEX vs RWIAX
RWBEX vs RWIAX Comparison
Open Charts RWBEX vs RWIAX
American Funds Capital World Gr&Inc R2E
Price$64.84
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
American Funds Capital World Gr&Inc R1
Price$64.34
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
RWBEX vs RWIAX Comparison Chart
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RWBEX vs. RWIAX commentary
May 10, 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 RWBEX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX (125B) and RWIAX (125B) have equal amount of cash in the bank . RWBEX pays higher dividends than RWIAX: RWBEX (1.18) vs RWIAX (0.90). RWBEX was incepted earlier than RWIAX: RWBEX (11 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than RWBEX (1.21). RWBEX (27.00) and RWIAX (27.00) have comparable annual turnover. RWBEX (250) and RWIAX (250) have matching initial minimum investment requirements. RWBEX annual gain was more profitable for investors over the last year : 1.75 vs. RWIAX (1.40). RWBEX (48.77) and RWIAX (47.23) have equivalent 5 years return.
| RWBEX | RWIAX | RWBEX / RWIAX | |
| Total Expense Ratio | 1.21 | 1.51 | 80% |
| Annual Report Gross Expense Ratio | 1.21 | 1.51 | 80% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 2.676 | 2.576 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 1.18 | 0.90 | 131% |
| Returns for 1 year | 1.75 | 1.40 | 124% |
| Returns for 3 years | 29.12 | 28.19 | 103% |
| Returns for 5 years | 48.77 | 47.23 | 103% |
| Returns for 10 years | 39.43 | 38.19 | 103% |