Interact to see
Advertisement
Advertisement
RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Capital Growth
Price$14.64
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets1.02B
RWIEX vs USCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. USCGX commentary
Nov 20, 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 USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. USCGX (1.02B). USCGX pays higher dividends than RWIEX: USCGX (1.58) vs RWIEX (1.35). RWIEX was incepted earlier than USCGX: RWIEX (23 years) vs USCGX (25 years). USCGX (1.09) is less costly to investors than RWIEX (0.76). USCGX is a more actively managed with annual turnover of: 57.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than USCGX: RWIEX (250) vs USCGX (3000). RWIEX annual gain was more profitable for investors over the last year : 12.15 vs. USCGX (4.41). RWIEX return over 5 years is better than : 41.53 vs. USCGX (36.33).
| RWIEX | USCGX | RWIEX / USCGX | |
| Total Expense Ratio | 0.76 | 1.09 | 70% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 18.853 | 17.277 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.02B | 13,725% |
| Annual Yield % from dividends | 1.35 | 1.58 | 86% |
| Returns for 1 year | 12.15 | 4.41 | 275% |
| Returns for 3 years | 50.64 | 36.12 | 140% |
| Returns for 5 years | 41.53 | 36.33 | 114% |
| Returns for 10 years | 73.90 | 59.60 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement