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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
Victory Capital Growth
Price$12.11
Change-$0.46 (-3.66%)
VolumeN/A
Net Assets914.12M
RWIBX vs USCGX Comparison Chart
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RWIBX vs. USCGX commentary
Apr 04, 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: 123B vs. USCGX (914M). USCGX pays higher dividends than RWIBX: USCGX (1.86) vs RWIBX (0.92). RWIBX was incepted earlier than USCGX: RWIBX (23 years) vs USCGX (24 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 : -0.58 vs. USCGX (-4.10). USCGX (64.99) and RWIBX (64.01) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | 0.679 | 0.080 | 853% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 914M | 13,457% |
| Annual Yield % from dividends | 0.92 | 1.86 | 49% |
| Returns for 1 year | -0.58 | -4.10 | 14% |
| Returns for 3 years | 9.55 | 6.60 | 145% |
| Returns for 5 years | 64.01 | 64.99 | 98% |
| Returns for 10 years | 37.24 | 35.39 | 105% |
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