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RWIEX vs USAWX
RWIEX vs USAWX Comparison
Open Charts RWIEX vs USAWX
American Funds Capital World Gr&Inc R4
Price$56.65
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
Victory Sustainable World
Price$25.46
Change-$0.31 (-1.20%)
VolumeN/A
Net Assets1.19B
RWIEX vs USAWX Comparison Chart
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RWIEX vs. USAWX commentary
Apr 09, 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 Hold and USAWX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 110B vs. USAWX (1.19B). USAWX pays higher dividends than RWIEX: USAWX (1.80) vs RWIEX (1.63). RWIEX was incepted earlier than USAWX: RWIEX (23 years) vs USAWX (33 years). USAWX (1.08) is less costly to investors than RWIEX (0.76). USAWX is a more actively managed with annual turnover of: 32.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than USAWX: RWIEX (250) vs USAWX (3000). USAWX annual gain was more profitable for investors over the last year : -9.34 vs. RWIEX (-10.86). RWIEX return over 5 years is better than : 37.38 vs. USAWX (25.22).
| RWIEX | USAWX | RWIEX / USAWX | |
| Total Expense Ratio | 0.76 | 1.08 | 70% |
| Annual Report Gross Expense Ratio | 0.76 | 1.08 | 70% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -10.309 | -12.762 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.19B | 9,220% |
| Annual Yield % from dividends | 1.63 | 1.80 | 91% |
| Returns for 1 year | -10.86 | -9.34 | 116% |
| Returns for 3 years | 1.43 | 4.61 | 31% |
| Returns for 5 years | 37.38 | 25.22 | 148% |
| Returns for 10 years | 23.61 | -4.76 | -496% |
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