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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$72.28
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Capital Growth
Price$14.33
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets1.01B
RWIAX vs USCGX Comparison Chart in %
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RWIAX vs. USCGX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 138B vs. USCGX (1.01B). USCGX pays higher dividends than RWIAX: USCGX (1.65) vs RWIAX (0.80). 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: 57.00 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 : 12.28 vs. USCGX (5.01). RWIAX return over 5 years is better than : 43.21 vs. USCGX (39.40).
| 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 | 15.617 | 14.092 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.01B | 13,677% |
| Annual Yield % from dividends | 0.80 | 1.65 | 48% |
| Returns for 1 year | 12.28 | 5.01 | 245% |
| Returns for 3 years | 51.15 | 39.47 | 130% |
| Returns for 5 years | 43.21 | 39.40 | 110% |
| Returns for 10 years | 70.84 | 63.27 | 112% |
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