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RWBEX vs RWIBX
RWBEX vs RWIBX Comparison
Open Charts RWBEX vs RWIBX
American Funds Capital World Gr&Inc R2E
Price$61.84
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
RWBEX vs RWIBX Comparison Chart
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RWBEX vs. RWIBX commentary
Apr 25, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX (118B) and RWIBX (118B) have equal amount of cash in the bank . RWBEX pays higher dividends than RWIBX: RWBEX (1.19) vs RWIBX (0.92). RWBEX was incepted earlier than RWIBX: RWBEX (11 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than RWBEX (1.21). RWBEX (27.00) and RWIBX (27.00) have comparable annual turnover. RWBEX (250) and RWIBX (250) have matching initial minimum investment requirements. RWBEX annual gain was more profitable for investors over the last year : -1.91 vs. RWIBX (-2.26). RWBEX (44.56) and RWIBX (42.95) have equivalent 5 years return.
| RWBEX | RWIBX | RWBEX / RWIBX | |
| 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 | -3.373 | -3.466 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 118B | 100% |
| Annual Yield % from dividends | 1.19 | 0.92 | 130% |
| Returns for 1 year | -1.91 | -2.26 | 84% |
| Returns for 3 years | 13.62 | 12.76 | 107% |
| Returns for 5 years | 44.56 | 42.95 | 104% |
| Returns for 10 years | 29.64 | 28.25 | 105% |
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