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NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$32.53
Change+$2.22 (+7.32%)
VolumeN/A
Net Assets16.41M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
NUGIX vs RWIFX Comparison Chart
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NUGIX vs. RWIFX commentary
Apr 11, 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: 109B vs. NUGIX (16.4M). RWIFX pays higher dividends than NUGIX: RWIFX (1.93) vs NUGIX (1.37). 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). NUGIX annual gain was more profitable for investors over the last year : -8.74 vs. RWIFX (-10.59). RWIFX return over 5 years is better than : 38.79 vs. NUGIX (35.59).
| 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 | -11.729 | -10.236 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 109B | 0% |
| Annual Yield % from dividends | 1.37 | 1.93 | 71% |
| Returns for 1 year | -8.74 | -10.59 | 83% |
| Returns for 3 years | -0.46 | 2.13 | -22% |
| Returns for 5 years | 35.59 | 38.79 | 92% |
| Returns for 10 years | 26.04 | 24.94 | 104% |
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