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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Victory Capital Growth
Price$14.00
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets992.38M
RWIEX vs USCGX Comparison Chart in %
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RWIEX vs. USCGX commentary
Jul 26, 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 StrongBuy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. USCGX (992M). USCGX pays higher dividends than RWIEX: USCGX (1.70) vs RWIEX (1.46). RWIEX was incepted earlier than USCGX: RWIEX (23 years) vs USCGX (25 years). USCGX (1.13) is less costly to investors than RWIEX (0.76). USCGX is a more actively managed with annual turnover of: 59.00 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 : 13.78 vs. USCGX (4.39). RWIEX return over 5 years is better than : 51.20 vs. USCGX (41.74).
| RWIEX | USCGX | RWIEX / USCGX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.13 | 67% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 15.013 | 11.146 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 992M | 13,810% |
| Annual Yield % from dividends | 1.46 | 1.70 | 86% |
| Returns for 1 year | 13.78 | 4.39 | 314% |
| Returns for 3 years | 50.99 | 34.36 | 148% |
| Returns for 5 years | 51.20 | 41.74 | 123% |
| Returns for 10 years | 63.09 | 49.91 | 126% |
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