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RWIBX vs UIWGX
RWIBX vs UIWGX Comparison
Open Charts RWIBX vs UIWGX
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
Victory Sustainable World Institutional
Price$26.86
Change-$0.71 (-2.58%)
VolumeN/A
Net Assets1.27B
RWIBX vs UIWGX Comparison Chart
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RWIBX vs. UIWGX commentary
Apr 11, 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 Hold and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. UIWGX (1.27B). UIWGX pays higher dividends than RWIBX: UIWGX (1.87) vs RWIBX (0.92). RWIBX was incepted earlier than UIWGX: RWIBX (23 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than RWIBX (1.51). UIWGX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than UIWGX: RWIBX (250) vs UIWGX (1000000). UIWGX annual gain was more profitable for investors over the last year : -2.36 vs. RWIBX (-4.83). RWIBX return over 5 years is better than : 43.05 vs. UIWGX (34.00).
| RWIBX | UIWGX | RWIBX / UIWGX | |
| Total Expense Ratio | 1.51 | 1.01 | 150% |
| Annual Report Gross Expense Ratio | 1.51 | 1.66 | 91% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -4.331 | -6.984 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.27B | 9,213% |
| Annual Yield % from dividends | 0.92 | 1.87 | 49% |
| Returns for 1 year | -4.83 | -2.36 | 204% |
| Returns for 3 years | 7.98 | 13.49 | 59% |
| Returns for 5 years | 43.05 | 34.00 | 127% |
| Returns for 10 years | 28.88 | N/A | - |