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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$70.82
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.06B
USA Mutuals Vice A
Price$23.52
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets54.56M
RWBEX vs VICAX Comparison Chart in %
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RWBEX vs. VICAX commentary
Jul 09, 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: 135B vs. VICAX (54.6M). RWBEX pays higher dividends than VICAX: RWBEX (1.06) vs VICAX (0.00). RWBEX was incepted earlier than VICAX: RWBEX (11 years) vs VICAX (14 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 : 16.60 vs. RWBEX (7.40). RWBEX return over 5 years is better than : 47.77 vs. VICAX (-6.82).
| 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 | 14 years | - |
| Gain YTD | 12.591 | 16.485 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 54.6M | 247,253% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 7.40 | 16.60 | 45% |
| Returns for 3 years | 46.78 | 3.15 | 1,487% |
| Returns for 5 years | 47.77 | -6.82 | -700% |
| Returns for 10 years | 57.38 | -14.57 | -394% |