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RWIEX vs UICGX
RWIEX vs UICGX Comparison
Open Charts RWIEX vs UICGX
American Funds Capital World Gr&Inc R4
Price$66.93
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Victory Capital Growth Institutional
Price$13.25
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets954.21M
RWIEX vs UICGX Comparison Chart
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RWIEX vs. UICGX commentary
May 23, 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 RWIEX is a Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. UICGX (954M). UICGX pays higher dividends than RWIEX: UICGX (1.79) vs RWIEX (1.61). RWIEX was incepted earlier than UICGX: RWIEX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than RWIEX (0.76). UICGX is a more actively managed with annual turnover of: 59.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than UICGX: RWIEX (250) vs UICGX (1000000). RWIEX annual gain was more profitable for investors over the last year : 3.00 vs. UICGX (-0.58). RWIEX return over 5 years is better than : 54.57 vs. UICGX (50.06).
| RWIEX | UICGX | RWIEX / UICGX | |
| Total Expense Ratio | 0.76 | 1.16 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.80 | 42% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 5.967 | 5.512 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 954M | 13,627% |
| Annual Yield % from dividends | 1.61 | 1.79 | 90% |
| Returns for 1 year | 3.00 | -0.58 | -519% |
| Returns for 3 years | 32.04 | 25.20 | 127% |
| Returns for 5 years | 54.57 | 50.06 | 109% |
| Returns for 10 years | 44.31 | N/A | - |
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