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RWBEX vs VHGEX
RWBEX vs VHGEX Comparison
Open Charts RWBEX vs VHGEX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Global Equity I
Price$37.44
Change-$0.57 (-1.50%)
VolumeN/A
CapitalizationN/A
RWBEX vs VHGEX Comparison Chart
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RWBEX vs. VHGEX commentary
Nov 18, 2024
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 Sell and VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. VHGEX (8.17B). RWBEX pays higher dividends than VHGEX: RWBEX (1.28) vs VHGEX (1.06). RWBEX was incepted earlier than VHGEX: RWBEX (10 years) vs VHGEX (29 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. VHGEX (25.00). RWBEX has a lower initial minimum investment than VHGEX: RWBEX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 23.12 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. VHGEX (16.73).
| RWBEX | VHGEX | RWBEX / VHGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 12.641 | 14.671 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 8.17B | 1,530% |
| Annual Yield % from dividends | 1.28 | 1.06 | 121% |
| Returns for 1 year | 18.55 | 23.12 | 80% |
| Returns for 3 years | 2.29 | -15.54 | -15% |
| Returns for 5 years | 37.10 | 16.73 | 222% |
| Returns for 10 years | 47.08 | 55.21 | 85% |