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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$64.07
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Victory Capital Growth
Price$12.80
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets946.99M
RWIAX vs USCGX Comparison Chart
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RWIAX vs. USCGX commentary
Jan 19, 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 StrongBuy and USCGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 127B vs. USCGX (947M). RWIAX pays higher dividends than USCGX: RWIAX (1.04) vs USCGX (0.97). RWIAX was incepted earlier than USCGX: RWIAX (23 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 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 : 10.05 vs. USCGX (7.81). RWIAX return over 5 years is better than : 24.84 vs. USCGX (21.31).
| RWIAX | USCGX | RWIAX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.022 | 1.911 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 947M | 13,411% |
| Annual Yield % from dividends | 1.04 | 0.97 | 107% |
| Returns for 1 year | 10.05 | 7.81 | 129% |
| Returns for 3 years | 6.93 | 6.13 | 113% |
| Returns for 5 years | 24.84 | 21.31 | 117% |
| Returns for 10 years | 44.36 | 45.84 | 97% |