Interact to see
Advertisement
Advertisement
RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory Capital Growth
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets943.73M
RWIBX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. USCGX 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 USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. USCGX (944M). USCGX pays higher dividends than RWIBX: USCGX (1.84) vs RWIBX (0.91). RWIBX was incepted earlier than USCGX: RWIBX (23 years) vs USCGX (25 years). RWIBX (1.51) is less costly to investors than USCGX (1.13). USCGX is a more actively managed with annual turnover of: 59.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than USCGX: RWIBX (250) vs USCGX (3000). RWIBX annual gain was more profitable for investors over the last year : 2.63 vs. USCGX (-1.16). RWIBX return over 5 years is better than : 50.49 vs. USCGX (47.42).
| RWIBX | USCGX | RWIBX / USCGX | |
| Total Expense Ratio | 1.51 | 1.13 | 134% |
| Annual Report Gross Expense Ratio | 1.51 | 1.13 | 134% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 5.593 | 4.379 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 944M | 13,559% |
| Annual Yield % from dividends | 0.91 | 1.84 | 49% |
| Returns for 1 year | 2.63 | -1.16 | -226% |
| Returns for 3 years | 27.80 | 21.79 | 128% |
| Returns for 5 years | 50.49 | 47.42 | 106% |
| Returns for 10 years | 40.26 | 37.11 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement