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RWIBX vs USWGX
RWIBX vs USWGX Comparison
Open Charts RWIBX vs USWGX
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets109.46B
Victory Sustainable World A
Price$27.53
Change+$2.01 (+7.88%)
VolumeN/A
Net Assets1.18B
RWIBX vs USWGX Comparison Chart
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RWIBX vs. USWGX commentary
Apr 11, 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: 109B vs. USWGX (1.18B). USWGX pays higher dividends than RWIBX: USWGX (1.53) vs RWIBX (0.92). 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). USWGX annual gain was more profitable for investors over the last year : -10.67 vs. RWIBX (-11.60). RWIBX return over 5 years is better than : 33.84 vs. USWGX (22.02).
| 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 | -10.493 | -13.900 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.18B | 9,261% |
| Annual Yield % from dividends | 0.92 | 1.53 | 60% |
| Returns for 1 year | -11.60 | -10.67 | 109% |
| Returns for 3 years | -0.36 | 2.46 | -15% |
| Returns for 5 years | 33.84 | 22.02 | 154% |
| Returns for 10 years | 20.23 | -6.81 | -297% |
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