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NUGIX vs RWIEX
NUGIX vs RWIEX Comparison
Open Charts NUGIX vs RWIEX
Nuveen Global Dividend Growth I
Price$34.89
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets18.65M
American Funds Capital World Gr&Inc R4
Price$66.60
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets128.02B
NUGIX vs RWIEX Comparison Chart
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NUGIX vs. RWIEX commentary
May 15, 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: 128B vs. NUGIX (18.7M). RWIEX pays higher dividends than NUGIX: RWIEX (1.61) vs NUGIX (1.36). 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). RWIEX annual gain was more profitable for investors over the last year : 4.48 vs. NUGIX (4.02). RWIEX return over 5 years is better than : 58.28 vs. NUGIX (55.14).
| 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 | 1.958 | 5.428 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7M | 128B | 0% |
| Annual Yield % from dividends | 1.36 | 1.61 | 84% |
| Returns for 1 year | 4.02 | 4.48 | 90% |
| Returns for 3 years | 23.24 | 31.15 | 75% |
| Returns for 5 years | 55.14 | 58.28 | 95% |
| Returns for 10 years | 43.36 | 43.32 | 100% |
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