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RWBEX vs SESGX
RWBEX vs SESGX Comparison
Open Charts RWBEX vs SESGX
American Funds Capital World Gr&Inc R2E
Price$64.58
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets125.2B
RWBEX vs SESGX Comparison Chart
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RWBEX vs. SESGX commentary
May 07, 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 SESGX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SESGX (11.8M). RWBEX pays higher dividends than SESGX: RWBEX (1.18) vs SESGX (0.36). RWBEX was incepted earlier than SESGX: RWBEX (11 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). RWBEX has a lower initial minimum investment than SESGX: RWBEX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 12.68 vs. RWBEX (1.80). SESGX return over 5 years is better than : 77.24 vs. RWBEX (50.16).
| RWBEX | SESGX | RWBEX / SESGX | |
| Total Expense Ratio | 1.21 | 1.25 | 97% |
| Annual Report Gross Expense Ratio | 1.21 | 1.50 | 81% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.264 | 0.817 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 11.8M | 1,059,322% |
| Annual Yield % from dividends | 1.18 | 0.36 | 330% |
| Returns for 1 year | 1.80 | 12.68 | 14% |
| Returns for 3 years | 24.98 | 43.83 | 57% |
| Returns for 5 years | 50.16 | 77.24 | 65% |
| Returns for 10 years | 37.76 | N/A | - |
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