Ad is loading...
RWIBX vs USWGX
RWIBX vs USWGX Comparison
Open Charts RWIBX vs USWGX
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
Victory Sustainable World A
Price$30.62
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets1.43B
RWIBX vs USWGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. USWGX commentary
Jan 31, 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 StrongBuy and USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. USWGX (1.43B). RWIBX pays higher dividends than USWGX: RWIBX (1.05) vs USWGX (0.72). RWIBX was incepted earlier than USWGX: RWIBX (23 years) vs USWGX (15 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. USWGX (23.00). RWIBX has a lower initial minimum investment than USWGX: RWIBX (250) vs USWGX (2500). USWGX annual gain was more profitable for investors over the last year : 14.74 vs. RWIBX (10.64). RWIBX return over 5 years is better than : 32.84 vs. USWGX (25.39).
| RWIBX | USWGX | RWIBX / USWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 4.317 | 2.463 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.43B | 8,964% |
| Annual Yield % from dividends | 1.05 | 0.72 | 145% |
| Returns for 1 year | 10.64 | 14.74 | 72% |
| Returns for 3 years | 11.52 | 18.10 | 64% |
| Returns for 5 years | 32.84 | 25.39 | 129% |
| Returns for 10 years | 46.18 | 17.24 | 268% |
View a ticker or compare two or three
VS
VS
Ad is loading...