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RWBEX vs USWGX
RWBEX vs USWGX Comparison
Open Charts RWBEX vs USWGX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World A
Price$32.24
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets1.46B
RWBEX vs USWGX Comparison Chart in %
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RWBEX vs. USWGX commentary
Jul 07, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. USWGX (1.46B). USWGX pays higher dividends than RWBEX: USWGX (1.38) vs RWBEX (1.06). RWBEX was incepted earlier than USWGX: RWBEX (11 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than RWBEX (1.21). USWGX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than USWGX: RWBEX (250) vs USWGX (2500). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. USWGX (7.16). RWBEX return over 5 years is better than : 50.51 vs. USWGX (37.61).
| RWBEX | USWGX | RWBEX / USWGX | |
| Total Expense Ratio | 1.21 | 1.36 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 1.90 | 64% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 13.307 | 8.772 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.06 | 1.38 | 77% |
| Returns for 1 year | 8.84 | 7.16 | 123% |
| Returns for 3 years | 48.49 | 52.14 | 93% |
| Returns for 5 years | 50.51 | 37.61 | 134% |
| Returns for 10 years | 59.94 | 21.11 | 284% |
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