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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
Victory Capital Growth
Price$12.11
Change-$0.46 (-3.66%)
VolumeN/A
Net Assets914.12M
RWIAX vs USCGX Comparison Chart
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RWIAX vs. USCGX commentary
Apr 04, 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 USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. USCGX (914M). USCGX pays higher dividends than RWIAX: USCGX (1.86) vs RWIAX (0.91). RWIAX was incepted earlier than USCGX: RWIAX (23 years) vs USCGX (24 years). RWIAX (1.51) is less costly to investors than USCGX (1.13). USCGX is a more actively managed with annual turnover of: 59.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than USCGX: RWIAX (250) vs USCGX (3000). RWIAX annual gain was more profitable for investors over the last year : -0.57 vs. USCGX (-4.10). USCGX (64.99) and RWIAX (64.09) have equivalent 5 years return.
| RWIAX | USCGX | RWIAX / USCGX | |
| Total Expense Ratio | 1.51 | 1.13 | 134% |
| Annual Report Gross Expense Ratio | 1.51 | 1.13 | 134% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.678 | 0.080 | 852% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 914M | 13,457% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | -0.57 | -4.10 | 14% |
| Returns for 3 years | 9.58 | 6.60 | 145% |
| Returns for 5 years | 64.09 | 64.99 | 99% |
| Returns for 10 years | 37.47 | 35.39 | 106% |
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