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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$60.71
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets117.37B
USA Mutuals Vice A
Price$22.02
Change+$0.16 (+0.73%)
VolumeN/A
Net Assets52.84M
RWBEX vs VICAX Comparison Chart
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RWBEX vs. VICAX commentary
Apr 19, 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 VICAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. VICAX (52.8M). RWBEX pays higher dividends than VICAX: RWBEX (1.19) vs VICAX (0.00). RWBEX was incepted earlier than VICAX: RWBEX (11 years) vs VICAX (13 years). VICAX (1.91) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). RWBEX has a lower initial minimum investment than VICAX: RWBEX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 7.89 vs. RWBEX (-1.39). RWBEX return over 5 years is better than : 41.48 vs. VICAX (-9.86).
| RWBEX | VICAX | RWBEX / VICAX | |
| Total Expense Ratio | 1.21 | 1.73 | 70% |
| Annual Report Gross Expense Ratio | 1.21 | 1.91 | 63% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -3.864 | 9.010 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 52.8M | 221,591% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -1.39 | 7.89 | -18% |
| Returns for 3 years | 9.81 | -6.95 | -141% |
| Returns for 5 years | 41.48 | -9.86 | -420% |
| Returns for 10 years | 30.52 | -22.27 | -137% |
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