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RWBEX vs VTWAX
RWBEX vs VTWAX Comparison
Open Charts RWBEX vs VTWAX
American Funds Capital World Gr&Inc R2E
Price$65.96
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Vanguard Total World Stock Index Admiral
Price$43.15
Change-$0.61 (-1.39%)
VolumeN/A
Net Assets55.98B
RWBEX vs VTWAX Comparison Chart
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RWBEX vs. VTWAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. VTWAX (56B). 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 : 15.36 vs. RWBEX (6.59). VTWAX return over 5 years is better than : 52.56 vs. RWBEX (30.89).
| 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 | 4.252 | 5.218 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 56B | 229% |
| Annual Yield % from dividends | 1.28 | 2.04 | 63% |
| Returns for 1 year | 6.59 | 15.36 | 43% |
| Returns for 3 years | 15.51 | 25.79 | 60% |
| Returns for 5 years | 30.89 | 52.56 | 59% |
| Returns for 10 years | 42.33 | N/A | - |