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RWIAX vs UICGX
RWIAX vs UICGX Comparison
Open Charts RWIAX vs UICGX
American Funds Capital World Gr&Inc R1
Price$63.15
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
Victory Capital Growth Institutional
Price$12.70
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets909.58M
RWIAX vs UICGX Comparison Chart
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RWIAX vs. UICGX commentary
Apr 03, 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 RWIAX is a Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. UICGX (910M). UICGX pays higher dividends than RWIAX: UICGX (1.81) vs RWIAX (0.91). RWIAX was incepted earlier than UICGX: RWIAX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than RWIAX (1.51). UICGX is a more actively managed with annual turnover of: 59.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than UICGX: RWIAX (250) vs UICGX (1000000). RWIAX annual gain was more profitable for investors over the last year : 0.06 vs. UICGX (-4.20). UICGX (65.18) and RWIAX (64.09) have equivalent 5 years return.
| RWIAX | UICGX | RWIAX / UICGX | |
| Total Expense Ratio | 1.51 | 1.16 | 130% |
| Annual Report Gross Expense Ratio | 1.51 | 1.80 | 84% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.678 | -0.551 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 910M | 13,516% |
| Annual Yield % from dividends | 0.91 | 1.81 | 50% |
| Returns for 1 year | 0.06 | -4.20 | -1% |
| Returns for 3 years | 10.54 | 6.33 | 166% |
| Returns for 5 years | 64.09 | 65.18 | 98% |
| Returns for 10 years | 38.43 | N/A | - |
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