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RWBEX vs UCEQX
RWBEX vs UCEQX Comparison
Open Charts RWBEX vs UCEQX
American Funds Capital World Gr&Inc R2E
Price$74.54
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Victory Cornerstone Equity
Price$20.75
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets292.18M
RWBEX vs UCEQX Comparison Chart in %
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RWBEX vs. UCEQX commentary
Sep 18, 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 StrongBuy and UCEQX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. UCEQX (292M). UCEQX pays higher dividends than RWBEX: UCEQX (2.06) vs RWBEX (1.04). RWBEX was incepted earlier than UCEQX: RWBEX (11 years) vs UCEQX (13 years). RWBEX (1.21) is less costly to investors than UCEQX (0.59). RWBEX is a more actively managed with annual turnover of: 27.00 vs. UCEQX (11.00). RWBEX has a lower initial minimum investment than UCEQX: RWBEX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 18.98 vs. RWBEX (12.83). UCEQX return over 5 years is better than : 58.13 vs. RWBEX (50.22).
| RWBEX | UCEQX | RWBEX / UCEQX | |
| Total Expense Ratio | 1.21 | 0.59 | 205% |
| Annual Report Gross Expense Ratio | 1.21 | 0.59 | 205% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 18.684 | 18.900 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 292M | 48,288% |
| Annual Yield % from dividends | 1.04 | 2.06 | 51% |
| Returns for 1 year | 12.83 | 18.98 | 68% |
| Returns for 3 years | 56.93 | 54.79 | 104% |
| Returns for 5 years | 50.22 | 58.13 | 86% |
| Returns for 10 years | 77.80 | 93.39 | 83% |
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