Interact to see
Advertisement
Advertisement
NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$35.07
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets18.61M
American Funds Capital World Gr&Inc R1
Price$66.24
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
NUGAX vs RWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NUGAX vs. RWIAX commentary
May 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 Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. NUGAX (18.6M). NUGAX pays higher dividends than RWIAX: NUGAX (1.11) vs RWIAX (0.90). 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 : 3.30 vs. RWIAX (2.65). RWIAX (50.61) and NUGAX (50.36) 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 | 2.182 | 5.605 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 128B | 0% |
| Annual Yield % from dividends | 1.11 | 0.90 | 123% |
| Returns for 1 year | 3.30 | 2.65 | 125% |
| Returns for 3 years | 22.28 | 27.85 | 80% |
| Returns for 5 years | 50.36 | 50.61 | 99% |
| Returns for 10 years | 41.32 | 40.52 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement