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NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$36.76
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets19.44M
American Funds Capital World Gr&Inc R5
Price$72.90
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets136.73B
NUGIX vs RWIFX Comparison Chart in %
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NUGIX vs. RWIFX commentary
Aug 29, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. NUGIX (19.4M). RWIFX pays higher dividends than NUGIX: RWIFX (1.72) vs NUGIX (1.38). NUGIX was incepted earlier than RWIFX: NUGIX (13 years) vs RWIFX (23 years). NUGIX (1.58) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). RWIFX has a lower initial minimum investment than NUGIX: RWIFX (250) vs NUGIX (100000). RWIFX annual gain was more profitable for investors over the last year : 9.92 vs. NUGIX (0.77). RWIFX return over 5 years is better than : 45.13 vs. NUGIX (40.23).
| NUGIX | RWIFX | NUGIX / RWIFX | |
| Total Expense Ratio | 0.90 | 0.46 | 196% |
| Annual Report Gross Expense Ratio | 1.58 | 0.46 | 343% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.436 | 15.786 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4M | 137B | 0% |
| Annual Yield % from dividends | 1.38 | 1.72 | 80% |
| Returns for 1 year | 0.77 | 9.92 | 8% |
| Returns for 3 years | 31.54 | 49.20 | 64% |
| Returns for 5 years | 40.23 | 45.13 | 89% |
| Returns for 10 years | 64.15 | 74.47 | 86% |
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