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RWBEX vs RWIFX
RWBEX vs RWIFX Comparison
Open Charts RWBEX vs RWIFX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
RWBEX vs RWIFX Comparison Chart in %
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RWBEX vs. RWIFX commentary
Jul 06, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX (136B) and RWIFX (136B) have equal amount of cash in the bank . RWIFX pays higher dividends than RWBEX: RWIFX (1.72) vs RWBEX (1.06). RWBEX was incepted earlier than RWIFX: RWBEX (11 years) vs RWIFX (23 years). RWBEX (1.21) is less costly to investors than RWIFX (0.46). RWBEX (27.00) and RWIFX (27.00) have comparable annual turnover. RWBEX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX annual gain was more profitable for investors over the last year : 9.68 vs. RWBEX (8.84). RWIFX return over 5 years is better than : 54.61 vs. RWBEX (50.51).
| RWBEX | RWIFX | RWBEX / RWIFX | |
| Total Expense Ratio | 1.21 | 0.46 | 263% |
| Annual Report Gross Expense Ratio | 1.21 | 0.46 | 263% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 13.307 | 13.737 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 136B | 100% |
| Annual Yield % from dividends | 1.06 | 1.72 | 62% |
| Returns for 1 year | 8.84 | 9.68 | 91% |
| Returns for 3 years | 48.49 | 51.39 | 94% |
| Returns for 5 years | 50.51 | 54.61 | 92% |
| Returns for 10 years | 59.94 | 64.73 | 93% |
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