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RWBEX vs WGIFX
RWBEX vs WGIFX Comparison
Open Charts RWBEX vs WGIFX
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
American Funds Capital World Gr&Inc F2
Price$62.03
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
RWBEX vs WGIFX Comparison Chart
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RWBEX vs. WGIFX commentary
Apr 25, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX (119B) and WGIFX (118B) have equal amount of cash in the bank . WGIFX pays higher dividends than RWBEX: WGIFX (1.87) vs RWBEX (1.19). RWBEX was incepted earlier than WGIFX: RWBEX (11 years) vs WGIFX (17 years). RWBEX (1.21) is less costly to investors than WGIFX (0.52). RWBEX (27.00) and WGIFX (27.00) have comparable annual turnover. RWBEX (250) and WGIFX (250) have matching initial minimum investment requirements. RWBEX annual gain was more profitable for investors over the last year : 0.99 vs. WGIFX (-1.22). RWBEX (48.85) and WGIFX (47.93) have equivalent 5 years return.
| RWBEX | WGIFX | RWBEX / WGIFX | |
| Total Expense Ratio | 1.21 | 0.52 | 233% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | -0.507 | -3.182 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 118B | 101% |
| Annual Yield % from dividends | 1.19 | 1.87 | 64% |
| Returns for 1 year | 0.99 | -1.22 | -81% |
| Returns for 3 years | 17.35 | 15.42 | 113% |
| Returns for 5 years | 48.85 | 47.93 | 102% |
| Returns for 10 years | 33.56 | 32.94 | 102% |
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