Ad is loading...
NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets19.03M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
NUGIX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NUGIX vs. RWIFX commentary
Feb 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 NUGIX is a StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. NUGIX (19M). RWIFX pays higher dividends than NUGIX: RWIFX (1.94) vs NUGIX (1.39). NUGIX was incepted earlier than RWIFX: NUGIX (13 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (23.00). 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 : 7.41 vs. NUGIX (6.33). RWIFX return over 5 years is better than : 33.89 vs. NUGIX (30.32).
| NUGIX | RWIFX | NUGIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.526 | 4.358 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 128B | 0% |
| Annual Yield % from dividends | 1.39 | 1.94 | 72% |
| Returns for 1 year | 6.33 | 7.41 | 85% |
| Returns for 3 years | 17.70 | 17.26 | 103% |
| Returns for 5 years | 30.32 | 33.89 | 89% |
| Returns for 10 years | 45.32 | 46.04 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...