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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$63.44
Change-$1.68 (-2.58%)
VolumeN/A
Net Assets126.53B
USA Mutuals Vice A
Price$21.78
Change-$0.20 (-0.91%)
VolumeN/A
Net Assets53.11M
RWBEX vs VICAX Comparison Chart
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RWBEX vs. VICAX commentary
Mar 11, 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 Hold and VICAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. VICAX (53.1M). RWBEX pays higher dividends than VICAX: RWBEX (1.15) 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 : 6.80 vs. RWBEX (1.13). RWBEX return over 5 years is better than : 50.98 vs. VICAX (-9.23).
| 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 | 0.459 | 8.812 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 53.1M | 239,171% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 1.13 | 6.80 | 17% |
| Returns for 3 years | 18.84 | 0.54 | 3,471% |
| Returns for 5 years | 50.98 | -9.23 | -553% |
| Returns for 10 years | 42.24 | -19.59 | -216% |
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