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RWIBX vs UICGX
RWIBX vs UICGX Comparison
Open Charts RWIBX vs UICGX
American Funds Capital World Gr&Inc R2
Price$66.01
Change-$0.69 (-1.03%)
VolumeN/A
Net Assets129.86B
Victory Capital Growth Institutional
Price$13.25
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets954.21M
RWIBX vs UICGX Comparison Chart
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RWIBX vs. UICGX commentary
May 23, 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 RWIBX is a Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 130B vs. UICGX (954M). UICGX pays higher dividends than RWIBX: UICGX (1.79) vs RWIBX (0.91). RWIBX was incepted earlier than UICGX: RWIBX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than RWIBX (1.51). UICGX is a more actively managed with annual turnover of: 59.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than UICGX: RWIBX (250) vs UICGX (1000000). RWIBX annual gain was more profitable for investors over the last year : 2.17 vs. UICGX (-0.58). RWIBX (50.58) and UICGX (50.06) have equivalent 5 years return.
| RWIBX | UICGX | RWIBX / UICGX | |
| Total Expense Ratio | 1.51 | 1.16 | 130% |
| Annual Report Gross Expense Ratio | 1.51 | 1.80 | 84% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 5.657 | 5.512 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 954M | 13,627% |
| Annual Yield % from dividends | 0.91 | 1.79 | 51% |
| Returns for 1 year | 2.17 | -0.58 | -376% |
| Returns for 3 years | 29.72 | 25.20 | 118% |
| Returns for 5 years | 50.58 | 50.06 | 101% |
| Returns for 10 years | 40.35 | N/A | - |
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