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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$66.24
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory Capital Growth
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets943.73M
RWIAX vs USCGX Comparison Chart
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RWIAX vs. USCGX commentary
May 24, 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: 128B vs. USCGX (944M). USCGX pays higher dividends than RWIAX: USCGX (1.84) vs RWIAX (0.90). 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 : 2.65 vs. USCGX (-1.16). RWIAX return over 5 years is better than : 50.61 vs. USCGX (47.42).
| 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 | 5.605 | 4.379 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 944M | 13,559% |
| Annual Yield % from dividends | 0.90 | 1.84 | 49% |
| Returns for 1 year | 2.65 | -1.16 | -227% |
| Returns for 3 years | 27.85 | 21.79 | 128% |
| Returns for 5 years | 50.61 | 47.42 | 107% |
| Returns for 10 years | 40.52 | 37.11 | 109% |
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