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RWBEX vs VTWAX
RWBEX vs VTWAX Comparison
Open Charts RWBEX vs VTWAX
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Vanguard Total World Stock Index Admiral
Price$42.35
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets54.59B
RWBEX vs VTWAX Comparison Chart
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RWBEX vs. VTWAX 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 VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. VTWAX (54.6B). VTWAX pays higher dividends than RWBEX: VTWAX (2.04) vs RWBEX (1.28). RWBEX was incepted earlier than VTWAX: RWBEX (10 years) vs VTWAX (6 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (4.00). RWBEX has a lower initial minimum investment than VTWAX: RWBEX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 18.16 vs. RWBEX (10.43). VTWAX return over 5 years is better than : 45.83 vs. RWBEX (26.04).
| RWBEX | VTWAX | RWBEX / VTWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 2.039 | 1.827 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 54.6B | 233% |
| Annual Yield % from dividends | 1.28 | 2.04 | 63% |
| Returns for 1 year | 10.43 | 18.16 | 57% |
| Returns for 3 years | 7.63 | 15.70 | 49% |
| Returns for 5 years | 26.04 | 45.83 | 57% |
| Returns for 10 years | 45.57 | N/A | - |
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