Interact to see
Advertisement
Advertisement
RWIAX vs UICGX
RWIAX vs UICGX Comparison
Open Charts RWIAX vs UICGX
American Funds Capital World Gr&Inc R1
Price$66.28
Change-$0.69 (-1.03%)
VolumeN/A
Net Assets129.86B
Victory Capital Growth Institutional
Price$13.25
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets954.21M
RWIAX vs UICGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIAX vs. UICGX commentary
May 23, 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: 130B vs. UICGX (954M). UICGX pays higher dividends than RWIAX: UICGX (1.79) vs RWIAX (0.90). 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 : 2.19 vs. UICGX (-0.58). RWIAX (50.70) and UICGX (50.06) 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 | 5.669 | 5.512 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 954M | 13,627% |
| Annual Yield % from dividends | 0.90 | 1.79 | 50% |
| Returns for 1 year | 2.19 | -0.58 | -379% |
| Returns for 3 years | 29.76 | 25.20 | 118% |
| Returns for 5 years | 50.70 | 50.06 | 101% |
| Returns for 10 years | 40.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDE | 11.25 | -0.02 | -0.18% |
| Voya Infrastructure Industrials AND Materials Fund | |||
| SLQD | 50.13 | -0.10 | -0.20% |
| iShares 0-5 Year Invmt Grade Corp Bd ETF | |||
| CAMX | 29.99 | -0.58 | -1.89% |
| Cambiar Aggressive Value ETF | |||
| CCD | 21.48 | -0.43 | -1.96% |
| Calamos Dynamic Convertible & Income Fund | |||
| CLDL | 13.21 | -0.51 | -3.68% |
| Direxion Daily Cld Cmptng Bl 2X Shs ETF | |||