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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$64.35
Change-$0.31 (-0.48%)
VolumeN/A
Net Assets125.41B
USA Mutuals Vice A
Price$21.99
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets53.2M
RWBEX vs VICAX Comparison Chart
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RWBEX vs. VICAX commentary
Mar 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 Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. VICAX (53.2M). 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 : 5.90 vs. RWBEX (2.41). RWBEX return over 5 years is better than : 79.34 vs. VICAX (15.80).
| 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 | 1.900 | 9.307 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 53.2M | 234,962% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 2.41 | 5.90 | 41% |
| Returns for 3 years | 13.93 | -3.79 | -368% |
| Returns for 5 years | 79.34 | 15.80 | 502% |
| Returns for 10 years | 39.44 | -21.41 | -184% |
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