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RWBEX vs VSQAX
RWBEX vs VSQAX Comparison
Open Charts RWBEX vs VSQAX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index A
Price$17.81
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets18.18M
RWBEX vs VSQAX Comparison Chart in %
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RWBEX vs. VSQAX 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 VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. VSQAX (18.2M). VSQAX pays higher dividends than RWBEX: VSQAX (1.26) vs RWBEX (1.06). RWBEX was incepted earlier than VSQAX: RWBEX (11 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than RWBEX (1.21). VSQAX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than VSQAX: RWBEX (250) vs VSQAX (1000). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. VSQAX (3.81). VSQAX return over 5 years is better than : 67.03 vs. RWBEX (50.51).
| RWBEX | VSQAX | RWBEX / VSQAX | |
| Total Expense Ratio | 1.21 | 0.44 | 275% |
| Annual Report Gross Expense Ratio | 1.21 | 2.45 | 49% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.307 | 7.613 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 8.84 | 3.81 | 232% |
| Returns for 3 years | 48.49 | 41.79 | 116% |
| Returns for 5 years | 50.51 | 67.03 | 75% |
| Returns for 10 years | 59.94 | N/A | - |
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