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RWIBX vs USWGX
RWIBX vs USWGX Comparison
Open Charts RWIBX vs USWGX
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Victory Sustainable World A
Price$31.03
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.41B
RWIBX vs USWGX Comparison Chart
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RWIBX vs. USWGX commentary
Jun 07, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. USWGX (1.41B). USWGX pays higher dividends than RWIBX: USWGX (1.44) vs RWIBX (0.86). RWIBX was incepted earlier than USWGX: RWIBX (23 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than RWIBX (1.51). USWGX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than USWGX: RWIBX (250) vs USWGX (2500). RWIBX annual gain was more profitable for investors over the last year : 5.49 vs. USWGX (4.53). RWIBX return over 5 years is better than : 42.11 vs. USWGX (29.15).
| RWIBX | USWGX | RWIBX / USWGX | |
| Total Expense Ratio | 1.51 | 1.36 | 111% |
| Annual Report Gross Expense Ratio | 1.51 | 1.90 | 79% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 8.682 | 3.981 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.41B | 9,317% |
| Annual Yield % from dividends | 0.86 | 1.44 | 60% |
| Returns for 1 year | 5.49 | 4.53 | 121% |
| Returns for 3 years | 26.76 | 32.18 | 83% |
| Returns for 5 years | 42.11 | 29.15 | 144% |
| Returns for 10 years | 48.90 | 14.13 | 346% |
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