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RWBEX vs VICVX
RWBEX vs VICVX Comparison
Open Charts RWBEX vs VICVX
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
USA Mutuals Vice Institutional
Price$21.12
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets50.4M
RWBEX vs VICVX Comparison Chart
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RWBEX vs. VICVX commentary
Jan 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 StrongBuy and VICVX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. VICVX (50.4M). VICVX pays higher dividends than RWBEX: VICVX (1.58) vs RWBEX (1.28). RWBEX was incepted earlier than VICVX: RWBEX (10 years) vs VICVX (11 years). VICVX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than VICVX: RWBEX (250) vs VICVX (2000). RWBEX annual gain was more profitable for investors over the last year : 10.43 vs. VICVX (1.34). RWBEX return over 5 years is better than : 26.04 vs. VICVX (-33.04).
| RWBEX | VICVX | RWBEX / VICVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.039 | 0.428 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 50.4M | 251,984% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 10.43 | 1.34 | 776% |
| Returns for 3 years | 7.63 | -14.70 | -52% |
| Returns for 5 years | 26.04 | -33.04 | -79% |
| Returns for 10 years | 45.57 | -23.03 | -198% |
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