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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
Aug 20, 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 Hold and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. USCGX (1.14B). 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 : 14.68 vs. USCGX (12.05). RWIBX return over 5 years is better than : 31.75 vs. USCGX (22.50).
| 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 | 15.588 | 14.141 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.14B | 13,696% |
| Annual Yield % from dividends | 0.71 | 0.88 | 81% |
| Returns for 1 year | 14.68 | 12.05 | 122% |
| Returns for 3 years | 50.69 | 45.98 | 110% |
| Returns for 5 years | 31.75 | 22.50 | 141% |
| Returns for 10 years | 86.67 | 70.53 | 123% |
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