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RWBEX vs VICVX
RWBEX vs VICVX Comparison
Open Charts RWBEX vs VICVX
American Funds Capital World Gr&Inc R2E
Price$64.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
USA Mutuals Vice Institutional
Price$21.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RWBEX vs VICVX Comparison Chart
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RWBEX vs. VICVX commentary
Sep 16, 2024
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: 126B vs. VICVX (55.8M). VICVX pays higher dividends than RWBEX: VICVX (1.58) vs RWBEX (1.28). RWBEX was incepted earlier than VICVX: RWBEX (10 years) vs VICVX (10 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 : 18.47 vs. VICVX (-4.02). RWBEX return over 5 years is better than : 41.23 vs. VICVX (-25.63).
| RWBEX | VICVX | RWBEX / VICVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 12.290 | 4.528 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 55.8M | 225,806% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 18.47 | -4.02 | -459% |
| Returns for 3 years | 4.25 | -26.73 | -16% |
| Returns for 5 years | 41.23 | -25.63 | -161% |
| Returns for 10 years | 47.06 | -19.47 | -242% |