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RWIBX vs UICGX
RWIBX vs UICGX Comparison
Open Charts RWIBX vs UICGX
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth Institutional
Price$12.66
Change-$0.57 (-4.31%)
VolumeN/A
CapitalizationN/A
RWIBX vs UICGX Comparison Chart
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RWIBX vs. UICGX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. UICGX (955M). RWIBX pays higher dividends than UICGX: RWIBX (1.05) vs UICGX (0.91). RWIBX was incepted earlier than UICGX: RWIBX (23 years) vs UICGX (9 years). UICGX is a more actively managed with annual turnover of: 41.00 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 : 11.34 vs. UICGX (10.22). RWIBX return over 5 years is better than : 29.64 vs. UICGX (26.73).
| RWIBX | UICGX | RWIBX / UICGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.781 | 8.742 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 955M | 12,670% |
| Annual Yield % from dividends | 1.05 | 0.91 | 115% |
| Returns for 1 year | 11.34 | 10.22 | 111% |
| Returns for 3 years | 8.41 | 8.03 | 105% |
| Returns for 5 years | 29.64 | 26.73 | 111% |
| Returns for 10 years | 44.22 | N/A | - |