Interact to see
Advertisement
Advertisement
RWBEX vs USWGX
RWBEX vs USWGX Comparison
Open Charts RWBEX vs USWGX
American Funds Capital World Gr&Inc R2E
Price$72.00
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Victory Sustainable World A
Price$32.84
Change+$0.16 (+0.49%)
VolumeN/A
Net Assets1.47B
RWBEX vs USWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. USWGX commentary
Sep 04, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. USWGX (1.48B). USWGX pays higher dividends than RWBEX: USWGX (1.34) vs RWBEX (1.04). RWBEX was incepted earlier than USWGX: RWBEX (11 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than RWBEX (1.21). USWGX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than USWGX: RWBEX (250) vs USWGX (2500). RWBEX annual gain was more profitable for investors over the last year : 10.55 vs. USWGX (8.20). RWBEX return over 5 years is better than : 43.09 vs. USWGX (28.76).
| RWBEX | USWGX | RWBEX / USWGX | |
| Total Expense Ratio | 1.21 | 1.38 | 88% |
| Annual Report Gross Expense Ratio | 1.21 | 1.77 | 68% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 14.467 | 10.256 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,288% |
| Annual Yield % from dividends | 1.04 | 1.34 | 78% |
| Returns for 1 year | 10.55 | 8.20 | 129% |
| Returns for 3 years | 49.98 | 51.98 | 96% |
| Returns for 5 years | 43.09 | 28.76 | 150% |
| Returns for 10 years | 74.35 | 32.11 | 232% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement