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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$64.72
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
USA Mutuals Vice A
Price$22.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets53.22M
RWBEX vs VICAX Comparison Chart
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RWBEX vs. VICAX commentary
May 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: 124B vs. VICAX (53.2M). RWBEX pays higher dividends than VICAX: RWBEX (1.18) 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 : 5.68 vs. RWBEX (1.80). RWBEX return over 5 years is better than : 48.50 vs. VICAX (-8.55).
| 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 | 2.486 | 10.594 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 53.2M | 233,083% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 1.80 | 5.68 | 32% |
| Returns for 3 years | 29.46 | 1.19 | 2,473% |
| Returns for 5 years | 48.50 | -8.55 | -567% |
| Returns for 10 years | 38.57 | -20.35 | -190% |
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