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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
Victory Capital Growth
Price$12.96
Change-$0.16 (-1.22%)
VolumeN/A
Net Assets952.99M
RWIBX vs USCGX Comparison Chart
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RWIBX vs. USCGX commentary
Feb 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 StrongBuy and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. USCGX (953M). RWIBX pays higher dividends than USCGX: RWIBX (1.05) vs USCGX (0.97). RWIBX was incepted earlier than USCGX: RWIBX (23 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 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 : 6.22 vs. USCGX (2.56). RWIBX return over 5 years is better than : 29.55 vs. USCGX (24.71).
| RWIBX | USCGX | RWIBX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.205 | 3.185 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 953M | 13,431% |
| Annual Yield % from dividends | 1.05 | 0.97 | 108% |
| Returns for 1 year | 6.22 | 2.56 | 243% |
| Returns for 3 years | 14.72 | 13.23 | 111% |
| Returns for 5 years | 29.55 | 24.71 | 120% |
| Returns for 10 years | 40.94 | 39.31 | 104% |
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