RWIBX
Price
$78.76
Change
+$1.76 (+2.29%)
Updated
Jul 30 closing price
Net Assets
157.74B
USCGX
Price
$15.37
Change
+$0.31 (+2.06%)
Updated
Jul 30 closing price
Net Assets
1.1B
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RWIBX vs USCGX

RWIBX vs USCGX Comparison Chart in %
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RWIBX vs. USCGX commentary
Jul 31, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. USCGX (1.1B). USCGX pays higher dividends than RWIBX: USCGX (0.88) vs RWIBX (0.71). 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 : 12.86 vs. USCGX (10.00). RWIBX return over 5 years is better than : 27.77 vs. USCGX (17.55).
RWIBXUSCGXRWIBX / USCGX
Total Expense Ratio1.511.09139%
Annual Report Gross Expense Ratio1.511.09139%
Fund Existence24 years26 years-
Gain YTD12.5039.210136%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets158B1.1B14,429%
Annual Yield % from dividends0.710.8880%
Returns for 1 year12.8610.00129%
Returns for 3 years38.8333.84115%
Returns for 5 years27.7717.55158%
Returns for 10 years83.9365.62128%
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