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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$35.32
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets19.03M
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
NUGAX vs RWIAX Comparison Chart
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NUGAX vs. RWIAX commentary
Feb 23, 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 NUGAX is a StrongBuy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. NUGAX (19M). NUGAX pays higher dividends than RWIAX: NUGAX (1.17) vs RWIAX (1.04). NUGAX was incepted earlier than RWIAX: NUGAX (13 years) vs RWIAX (23 years). RWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (23.00). RWIAX has a lower initial minimum investment than NUGAX: RWIAX (250) vs NUGAX (2500). RWIAX (6.22) and NUGAX (6.07) have marching annual gain over last year. RWIAX (29.65) and NUGAX (28.73) have equivalent 5 years return.
| NUGAX | RWIAX | NUGAX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.466 | 4.204 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 128B | 0% |
| Annual Yield % from dividends | 1.17 | 1.04 | 112% |
| Returns for 1 year | 6.07 | 6.22 | 98% |
| Returns for 3 years | 16.82 | 14.76 | 114% |
| Returns for 5 years | 28.73 | 29.65 | 97% |
| Returns for 10 years | 43.17 | 41.15 | 105% |
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