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NUGAX vs RWICX
NUGAX vs RWICX Comparison
Open Charts NUGAX vs RWICX
Nuveen Global Dividend Growth A
Price$31.04
Change-$1.89 (-5.74%)
VolumeN/A
Net Assets17.8M
American Funds Capital World Gr&Inc R3
Price$57.46
Change-$3.69 (-6.03%)
VolumeN/A
Net Assets118.88B
NUGAX vs RWICX Comparison Chart
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NUGAX vs. RWICX 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 RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 119B vs. NUGAX (17.8M). RWICX pays higher dividends than NUGAX: RWICX (1.35) vs NUGAX (1.12). NUGAX was incepted earlier than RWICX: NUGAX (13 years) vs RWICX (23 years). NUGAX (1.83) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). RWICX has a lower initial minimum investment than NUGAX: RWICX (250) vs NUGAX (2500). NUGAX annual gain was more profitable for investors over the last year : -0.60 vs. RWICX (-2.50). RWICX (60.76) and NUGAX (59.73) have equivalent 5 years return.
| NUGAX | RWICX | NUGAX / RWICX | |
| Total Expense Ratio | 1.15 | 1.06 | 108% |
| Annual Report Gross Expense Ratio | 1.83 | 1.06 | 173% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -4.245 | -2.729 | 156% |
| 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 | 1.35 | 83% |
| Returns for 1 year | -0.60 | -2.50 | 24% |
| Returns for 3 years | 7.09 | 8.41 | 84% |
| Returns for 5 years | 59.73 | 60.76 | 98% |
| Returns for 10 years | 35.89 | 34.51 | 104% |
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