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RWIAX vs USWGX
RWIAX vs USWGX Comparison
Open Charts RWIAX vs USWGX
American Funds Capital World Gr&Inc R1
Price$65.51
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
Victory Sustainable World A
Price$30.62
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets1.43B
RWIAX vs USWGX Comparison Chart
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RWIAX vs. USWGX commentary
Jan 31, 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 USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. USWGX (1.43B). RWIAX pays higher dividends than USWGX: RWIAX (1.04) vs USWGX (0.72). RWIAX was incepted earlier than USWGX: RWIAX (23 years) vs USWGX (15 years). RWIAX is a more actively managed with annual turnover of: 27.00 vs. USWGX (23.00). RWIAX has a lower initial minimum investment than USWGX: RWIAX (250) vs USWGX (2500). USWGX annual gain was more profitable for investors over the last year : 14.74 vs. RWIAX (10.66). RWIAX return over 5 years is better than : 32.93 vs. USWGX (25.39).
| RWIAX | USWGX | RWIAX / USWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 4.315 | 2.463 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.43B | 8,964% |
| Annual Yield % from dividends | 1.04 | 0.72 | 144% |
| Returns for 1 year | 10.66 | 14.74 | 72% |
| Returns for 3 years | 11.56 | 18.10 | 64% |
| Returns for 5 years | 32.93 | 25.39 | 130% |
| Returns for 10 years | 46.42 | 17.24 | 269% |
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