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NUGIX vs RWIFX
NUGIX vs RWIFX Comparison
Open Charts NUGIX vs RWIFX
Nuveen Global Dividend Growth I
Price$37.41
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets19.64M
American Funds Capital World Gr&Inc R5
Price$74.88
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
NUGIX vs RWIFX Comparison Chart in %
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NUGIX vs. RWIFX commentary
Sep 18, 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: 141B vs. NUGIX (19.6M). RWIFX pays higher dividends than NUGIX: RWIFX (1.69) vs NUGIX (1.35). 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 : 13.71 vs. NUGIX (2.11). RWIFX return over 5 years is better than : 54.59 vs. NUGIX (47.20).
| 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 | 9.606 | 19.326 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 141B | 0% |
| Annual Yield % from dividends | 1.35 | 1.69 | 80% |
| Returns for 1 year | 2.11 | 13.71 | 15% |
| Returns for 3 years | 40.15 | 60.27 | 67% |
| Returns for 5 years | 47.20 | 54.59 | 86% |
| Returns for 10 years | 70.29 | 83.40 | 84% |
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