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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$73.46
Change-$0.66 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Capital Growth
Price$14.64
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets1.02B
RWIBX vs USCGX Comparison Chart in %
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RWIBX vs. USCGX commentary
Nov 20, 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 USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. USCGX (1.02B). USCGX pays higher dividends than RWIBX: USCGX (1.58) vs RWIBX (0.74). RWIBX was incepted earlier than USCGX: RWIBX (23 years) vs USCGX (25 years). RWIBX (1.51) is less costly to investors than USCGX (1.09). USCGX is a more actively managed with annual turnover of: 57.00 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 : 11.24 vs. USCGX (4.41). RWIBX (37.39) and USCGX (36.33) have equivalent 5 years return.
| RWIBX | USCGX | RWIBX / USCGX | |
| Total Expense Ratio | 1.51 | 1.09 | 139% |
| Annual Report Gross Expense Ratio | 1.51 | 1.09 | 139% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 18.073 | 17.277 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.02B | 13,725% |
| Annual Yield % from dividends | 0.74 | 1.58 | 47% |
| Returns for 1 year | 11.24 | 4.41 | 255% |
| Returns for 3 years | 47.43 | 36.12 | 131% |
| Returns for 5 years | 37.39 | 36.33 | 103% |
| Returns for 10 years | 68.54 | 59.60 | 115% |
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