Ad is loading...
NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$34.77
Change+$0.25 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.28
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
NUGIX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NUGIX vs. RWIFX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. NUGIX (18.9M). 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). NUGIX (9.97) and RWIFX (9.83) have marching annual gain over last year. RWIFX (30.94) and NUGIX (29.88) have equivalent 5 years return.
| 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 | 9.333 | 9.010 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9M | 125B | 0% |
| Annual Yield % from dividends | 1.39 | 1.94 | 72% |
| Returns for 1 year | 9.97 | 9.83 | 101% |
| Returns for 3 years | 11.47 | 6.29 | 182% |
| Returns for 5 years | 29.88 | 30.94 | 97% |
| Returns for 10 years | 48.35 | 46.25 | 105% |