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RWBEX vs VICVX
RWBEX vs VICVX Comparison
Open Charts RWBEX vs VICVX
American Funds Capital World Gr&Inc R2E
Price$60.71
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets117.17B
USA Mutuals Vice Institutional
Price$22.94
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets52.46M
RWBEX vs VICVX Comparison Chart
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RWBEX vs. VICVX commentary
Apr 18, 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: 117B vs. VICVX (52.5M). RWBEX pays higher dividends than VICVX: RWBEX (1.19) 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 : 7.51 vs. RWBEX (-1.39). RWBEX return over 5 years is better than : 41.48 vs. VICVX (-8.32).
| 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 | -3.864 | 8.274 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 52.5M | 222,857% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -1.39 | 7.51 | -18% |
| Returns for 3 years | 9.81 | -6.34 | -155% |
| Returns for 5 years | 41.48 | -8.32 | -498% |
| Returns for 10 years | 30.52 | -19.63 | -156% |
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