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NUGAX vs RWICX
NUGAX vs RWICX Comparison
Open Charts NUGAX vs RWICX
Nuveen Global Dividend Growth A
Price$35.07
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets18.61M
American Funds Capital World Gr&Inc R3
Price$66.50
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
NUGAX vs RWICX Comparison Chart
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NUGAX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. NUGAX (18.6M). RWICX pays higher dividends than NUGAX: RWICX (1.34) vs NUGAX (1.11). 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 : 3.30 vs. RWICX (3.13). RWICX (52.86) and NUGAX (50.36) 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 | 2.182 | 5.781 | 38% |
| 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 | 1.34 | 83% |
| Returns for 1 year | 3.30 | 3.13 | 106% |
| Returns for 3 years | 22.28 | 29.18 | 76% |
| Returns for 5 years | 50.36 | 52.86 | 95% |
| Returns for 10 years | 41.32 | 42.65 | 97% |