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RWBEX vs VICAX
RWBEX vs VICAX Comparison
Open Charts RWBEX vs VICAX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
USA Mutuals Vice A
Price$23.61
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets54.71M
RWBEX vs VICAX Comparison Chart in %
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RWBEX vs. VICAX 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 VICAX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. VICAX (54.7M). RWBEX pays higher dividends than VICAX: RWBEX (1.06) vs VICAX (0.00). RWBEX was incepted earlier than VICAX: RWBEX (11 years) vs VICAX (14 years). VICAX (1.91) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). RWBEX has a lower initial minimum investment than VICAX: RWBEX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 16.25 vs. RWBEX (8.84). RWBEX return over 5 years is better than : 50.51 vs. VICAX (-8.32).
| RWBEX | VICAX | RWBEX / VICAX | |
| Total Expense Ratio | 1.21 | 1.73 | 70% |
| Annual Report Gross Expense Ratio | 1.21 | 1.91 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 13.307 | 16.881 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 54.7M | 248,629% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 8.84 | 16.25 | 54% |
| Returns for 3 years | 48.49 | 2.44 | 1,987% |
| Returns for 5 years | 50.51 | -8.32 | -607% |
| Returns for 10 years | 59.94 | -12.75 | -470% |
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