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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$62.67
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
Victory Capital Growth
Price$12.46
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets897.75M
RWIAX vs USCGX Comparison Chart
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RWIAX vs. USCGX commentary
Apr 26, 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: 121B vs. USCGX (898M). USCGX pays higher dividends than RWIAX: USCGX (1.86) vs RWIAX (0.91). RWIAX was incepted earlier than USCGX: RWIAX (23 years) vs USCGX (25 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 : 1.45 vs. USCGX (-2.18). RWIAX return over 5 years is better than : 48.04 vs. USCGX (45.37).
| 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 | 25 years | - |
| Gain YTD | -0.087 | -1.194 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 898M | 13,474% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | 1.45 | -2.18 | -67% |
| Returns for 3 years | 20.37 | 13.07 | 156% |
| Returns for 5 years | 48.04 | 45.37 | 106% |
| Returns for 10 years | 33.19 | 30.42 | 109% |