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RWBEX vs TEGRX
RWBEX vs TEGRX Comparison
Open Charts RWBEX vs TEGRX
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Templeton Growth R
Price$28.10
Change-$0.38 (-1.33%)
VolumeN/A
Net Assets8.63B
RWBEX vs TEGRX Comparison Chart
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RWBEX vs. TEGRX commentary
Jun 16, 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 TEGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. TEGRX (8.63B). RWBEX pays higher dividends than TEGRX: RWBEX (1.11) vs TEGRX (0.95). RWBEX was incepted earlier than TEGRX: RWBEX (11 years) vs TEGRX (23 years). TEGRX (1.28) is less costly to investors than RWBEX (1.21). TEGRX is a more actively managed with annual turnover of: 43.43 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than TEGRX: RWBEX (250) vs TEGRX (1000). RWBEX annual gain was more profitable for investors over the last year : 5.84 vs. TEGRX (4.71). TEGRX (50.26) and RWBEX (49.52) have equivalent 5 years return.
| RWBEX | TEGRX | RWBEX / TEGRX | |
| Total Expense Ratio | 1.21 | 1.28 | 95% |
| Annual Report Gross Expense Ratio | 1.21 | 1.28 | 95% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.807 | 9.042 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 8.63B | 1,518% |
| Annual Yield % from dividends | 1.11 | 0.95 | 118% |
| Returns for 1 year | 5.84 | 4.71 | 124% |
| Returns for 3 years | 42.36 | 39.51 | 107% |
| Returns for 5 years | 49.52 | 50.26 | 99% |
| Returns for 10 years | 49.42 | 22.41 | 221% |
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