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NUGCX vs RWIFX
NUGCX vs RWIFX Comparison
Open Charts NUGCX vs RWIFX
Nuveen Global Dividend Growth C
Price$30.93
Change-$1.88 (-5.73%)
VolumeN/A
Net Assets16.78M
American Funds Capital World Gr&Inc R5
Price$57.97
Change-$3.72 (-6.03%)
VolumeN/A
Net Assets111.7B
NUGCX vs RWIFX Comparison Chart
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NUGCX vs. RWIFX commentary
Apr 08, 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 NUGCX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 112B vs. NUGCX (16.8M). RWIFX pays higher dividends than NUGCX: RWIFX (1.93) vs NUGCX (0.41). NUGCX was incepted earlier than RWIFX: NUGCX (13 years) vs RWIFX (23 years). NUGCX (2.58) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. NUGCX (17.00). RWIFX has a lower initial minimum investment than NUGCX: RWIFX (250) vs NUGCX (2500). NUGCX annual gain was more profitable for investors over the last year : -7.03 vs. RWIFX (-7.79). RWIFX return over 5 years is better than : 54.22 vs. NUGCX (44.95).
| NUGCX | RWIFX | NUGCX / RWIFX | |
| Total Expense Ratio | 1.90 | 0.46 | 413% |
| Annual Report Gross Expense Ratio | 2.58 | 0.46 | 561% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -9.895 | -8.452 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 112B | 0% |
| Annual Yield % from dividends | 0.41 | 1.93 | 21% |
| Returns for 1 year | -7.03 | -7.79 | 90% |
| Returns for 3 years | -1.32 | 3.32 | -40% |
| Returns for 5 years | 44.95 | 54.22 | 83% |
| Returns for 10 years | 21.72 | 29.16 | 74% |
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