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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$35.84
Change+$0.46 (+1.30%)
VolumeN/A
Net Assets18.46M
American Funds Capital World Gr&Inc R1
Price$68.93
Change+$0.96 (+1.41%)
VolumeN/A
Net Assets130.31B
NUGAX vs RWIAX Comparison Chart in %
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NUGAX vs. RWIAX commentary
Jun 25, 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: 130B vs. NUGAX (18.5M). NUGAX pays higher dividends than RWIAX: NUGAX (1.07) vs RWIAX (0.85). 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 : 4.88 vs. NUGAX (2.50). RWIAX (45.96) and NUGAX (44.81) 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 | 2.211 | 8.115 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5M | 130B | 0% |
| Annual Yield % from dividends | 1.07 | 0.85 | 125% |
| Returns for 1 year | 2.50 | 4.88 | 51% |
| Returns for 3 years | 26.03 | 38.02 | 68% |
| Returns for 5 years | 44.81 | 45.96 | 97% |
| Returns for 10 years | 43.87 | 47.16 | 93% |
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