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NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
NUGAX vs RWIAX Comparison Chart in %
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NUGAX vs. RWIAX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 152B vs. NUGAX (16.8M). NUGAX pays higher dividends than RWIAX: NUGAX (1.33) vs RWIAX (0.73). NUGAX was incepted earlier than RWIAX: NUGAX (14 years) vs RWIAX (24 years). NUGAX (1.91) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 44.00 vs. NUGAX (14.00). 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 : 21.47 vs. NUGAX (2.26). RWIAX return over 5 years is better than : 31.33 vs. NUGAX (16.96).
| NUGAX | RWIAX | NUGAX / RWIAX | |
| Total Expense Ratio | 1.15 | 1.51 | 76% |
| Annual Report Gross Expense Ratio | 1.91 | 1.51 | 126% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.396 | 15.292 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 152B | 0% |
| Annual Yield % from dividends | 1.33 | 0.73 | 181% |
| Returns for 1 year | 2.26 | 21.47 | 11% |
| Returns for 3 years | 24.00 | 51.09 | 47% |
| Returns for 5 years | 16.96 | 31.33 | 54% |
| Returns for 10 years | 52.55 | 92.92 | 57% |
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