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RWBEX vs VICVX
RWBEX vs VICVX Comparison
Open Charts RWBEX vs VICVX
American Funds Capital World Gr&Inc R2E
Price$68.72
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
USA Mutuals Vice Institutional
Price$24.03
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets53.95M
RWBEX vs VICVX Comparison Chart
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RWBEX vs. VICVX commentary
Jun 07, 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 VICVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. VICVX (53.9M). RWBEX pays higher dividends than VICVX: RWBEX (1.11) vs VICVX (0.00). RWBEX was incepted earlier than VICVX: RWBEX (11 years) vs VICVX (11 years). VICVX (1.66) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). RWBEX has a lower initial minimum investment than VICVX: RWBEX (250) vs VICVX (2000). VICVX annual gain was more profitable for investors over the last year : 9.61 vs. RWBEX (5.87). RWBEX return over 5 years is better than : 43.71 vs. VICVX (-14.58).
| RWBEX | VICVX | RWBEX / VICVX | |
| Total Expense Ratio | 1.21 | 1.48 | 82% |
| Annual Report Gross Expense Ratio | 1.21 | 1.66 | 73% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 8.820 | 14.408 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 53.9M | 243,043% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 5.87 | 9.61 | 61% |
| Returns for 3 years | 27.71 | -1.78 | -1,558% |
| Returns for 5 years | 43.71 | -14.58 | -300% |
| Returns for 10 years | 50.51 | -12.08 | -418% |
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