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NUGIX vs RWIEX
NUGIX vs RWIEX Comparison
Open Charts NUGIX vs RWIEX
Nuveen Global Dividend Growth I
Price$32.53
Change+$2.22 (+7.32%)
VolumeN/A
Net Assets16.41M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
NUGIX vs RWIEX Comparison Chart
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NUGIX vs. RWIEX commentary
Apr 11, 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 NUGIX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 109B vs. NUGIX (16.4M). RWIEX pays higher dividends than NUGIX: RWIEX (1.63) vs NUGIX (1.37). NUGIX was incepted earlier than RWIEX: NUGIX (13 years) vs RWIEX (23 years). NUGIX (1.58) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). RWIEX has a lower initial minimum investment than NUGIX: RWIEX (250) vs NUGIX (100000). NUGIX annual gain was more profitable for investors over the last year : -8.74 vs. RWIEX (-10.88). RWIEX (37.38) and NUGIX (35.59) have equivalent 5 years return.
| NUGIX | RWIEX | NUGIX / RWIEX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 1.58 | 0.76 | 208% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -11.729 | -10.309 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 109B | 0% |
| Annual Yield % from dividends | 1.37 | 1.63 | 84% |
| Returns for 1 year | -8.74 | -10.88 | 80% |
| Returns for 3 years | -0.46 | 1.43 | -32% |
| Returns for 5 years | 35.59 | 37.38 | 95% |
| Returns for 10 years | 26.04 | 23.61 | 110% |
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