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NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$35.81
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets18.93M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
NUGIX vs RWIFX Comparison Chart
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NUGIX vs. RWIFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. NUGIX (18.9M). RWIFX pays higher dividends than NUGIX: RWIFX (1.80) vs NUGIX (1.30). 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 : 6.69 vs. NUGIX (5.15). RWIFX return over 5 years is better than : 47.37 vs. NUGIX (40.82).
| 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 | 3.968 | 9.173 | 43% |
| 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 | 131B | 0% |
| Annual Yield % from dividends | 1.30 | 1.80 | 72% |
| Returns for 1 year | 5.15 | 6.69 | 77% |
| Returns for 3 years | 21.43 | 29.94 | 72% |
| Returns for 5 years | 40.82 | 47.37 | 86% |
| Returns for 10 years | 50.34 | 54.73 | 92% |
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