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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
RWIBX vs USCGX Comparison Chart in %
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RWIBX vs. USCGX commentary
Sep 10, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. USCGX (1.13B). USCGX pays higher dividends than RWIBX: USCGX (0.87) vs RWIBX (0.70). RWIBX was incepted earlier than USCGX: RWIBX (24 years) vs USCGX (26 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 (44.00). 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 : 13.56 vs. USCGX (10.06). RWIBX return over 5 years is better than : 29.73 vs. USCGX (21.38).
| RWIBX | USCGX | RWIBX / USCGX | |
| Total Expense Ratio | 1.51 | 1.09 | 139% |
| Annual Report Gross Expense Ratio | 1.51 | 1.09 | 139% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 16.388 | 13.923 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 1.13B | 13,945% |
| Annual Yield % from dividends | 0.70 | 0.87 | 81% |
| Returns for 1 year | 13.56 | 10.06 | 135% |
| Returns for 3 years | 49.57 | 43.53 | 114% |
| Returns for 5 years | 29.73 | 21.38 | 139% |
| Returns for 10 years | 90.28 | 72.77 | 124% |
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