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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$33.46
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets18.02M
American Funds Capital World Gr&Inc R1
Price$62.67
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
NUGAX vs RWIAX Comparison Chart
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NUGAX vs. RWIAX commentary
Apr 28, 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 Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 122B vs. NUGAX (18M). NUGAX pays higher dividends than RWIAX: NUGAX (1.12) vs RWIAX (0.91). NUGAX was incepted earlier than RWIAX: NUGAX (13 years) vs RWIAX (23 years). NUGAX (1.83) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). RWIAX has a lower initial minimum investment than NUGAX: RWIAX (250) vs NUGAX (2500). NUGAX annual gain was more profitable for investors over the last year : 2.25 vs. RWIAX (1.45). RWIAX (48.04) and NUGAX (47.40) have equivalent 5 years return.
| NUGAX | RWIAX | NUGAX / RWIAX | |
| Total Expense Ratio | 1.15 | 1.51 | 76% |
| Annual Report Gross Expense Ratio | 1.83 | 1.51 | 121% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.704 | -0.087 | 3,114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 122B | 0% |
| Annual Yield % from dividends | 1.12 | 0.91 | 123% |
| Returns for 1 year | 2.25 | 1.45 | 156% |
| Returns for 3 years | 15.16 | 20.37 | 74% |
| Returns for 5 years | 47.40 | 48.04 | 99% |
| Returns for 10 years | 34.67 | 33.19 | 104% |