RWIAX
Price
$79.65
Change
-$0.30 (-0.38%)
Updated
Jul 8 closing price
Net Assets
159.53B
USCGX
Price
$15.19
Change
-$0.03 (-0.20%)
Updated
Jul 8 closing price
Net Assets
1.11B
Interact to see
Advertisement

RWIAX vs USCGX

RWIAX vs USCGX Comparison Chart in %
View a ticker or compare two or three
VS
RWIAX vs. USCGX commentary
Jul 09, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 160B vs. USCGX (1.11B). USCGX pays higher dividends than RWIAX: USCGX (0.88) vs RWIAX (0.70). RWIAX was incepted earlier than USCGX: RWIAX (24 years) vs USCGX (26 years). RWIAX (1.51) is less costly to investors than USCGX (1.09). USCGX is a more actively managed with annual turnover of: 57.00 vs. RWIAX (44.00). 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 : 14.24 vs. USCGX (11.82). RWIAX return over 5 years is better than : 27.96 vs. USCGX (19.32).
RWIAXUSCGXRWIAX / USCGX
Total Expense Ratio1.511.09139%
Annual Report Gross Expense Ratio1.511.09139%
Fund Existence24 years26 years-
Gain YTD13.25610.370128%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets160B1.11B14,401%
Annual Yield % from dividends0.700.8879%
Returns for 1 year14.2411.82121%
Returns for 3 years46.7041.79112%
Returns for 5 years27.9619.32145%
Returns for 10 years91.6174.02124%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CVCFX17.47N/A
N/A
Victory Pioneer Disciplined Value C
FCEUX21.43N/A
N/A
Franklin U.S. Core Equity Advisor
VGHAX89.59N/A
N/A
Vanguard Health Care Adm
TSLFX6.43N/A
N/A
Transamerica Small Cap Value R4
JVTIX101.13-0.71
-0.70%
Janus Henderson Venture I