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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$31.04
Change-$1.89 (-5.74%)
VolumeN/A
Net Assets17.8M
American Funds Capital World Gr&Inc R1
Price$57.27
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets118.88B
NUGAX vs RWIAX Comparison Chart
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NUGAX vs. RWIAX commentary
Apr 06, 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 Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 119B vs. NUGAX (17.8M). 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 : -0.60 vs. RWIAX (-2.94). NUGAX (59.73) and RWIAX (58.37) 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 | -4.245 | -2.829 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 119B | 0% |
| Annual Yield % from dividends | 1.12 | 0.91 | 123% |
| Returns for 1 year | -0.60 | -2.94 | 20% |
| Returns for 3 years | 7.09 | 7.31 | 97% |
| Returns for 5 years | 59.73 | 58.37 | 102% |
| Returns for 10 years | 35.89 | 32.51 | 110% |
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