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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$36.94
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets19.44M
American Funds Capital World Gr&Inc R1
Price$72.24
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
NUGAX vs RWIAX Comparison Chart in %
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NUGAX vs. RWIAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. NUGAX (19.4M). NUGAX pays higher dividends than RWIAX: NUGAX (1.15) vs RWIAX (0.81). 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). RWIAX annual gain was more profitable for investors over the last year : 9.75 vs. NUGAX (1.23). RWIAX (40.39) and NUGAX (38.93) 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 | 7.590 | 15.553 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4M | 137B | 0% |
| Annual Yield % from dividends | 1.15 | 0.81 | 141% |
| Returns for 1 year | 1.23 | 9.75 | 13% |
| Returns for 3 years | 31.52 | 46.67 | 68% |
| Returns for 5 years | 38.93 | 40.39 | 96% |
| Returns for 10 years | 63.02 | 69.85 | 90% |
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