Ad is loading...
RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth
Price$12.53
Change-$0.56 (-4.28%)
VolumeN/A
CapitalizationN/A
RWIEX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. USCGX commentary
Dec 19, 2024
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 USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. USCGX (955M). RWIEX pays higher dividends than USCGX: RWIEX (1.68) vs USCGX (0.97). RWIEX was incepted earlier than USCGX: RWIEX (22 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 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 : 12.05 vs. USCGX (10.13). RWIEX return over 5 years is better than : 32.50 vs. USCGX (25.70).
| RWIEX | USCGX | RWIEX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 10.464 | 8.663 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 955M | 12,670% |
| Annual Yield % from dividends | 1.68 | 0.97 | 173% |
| Returns for 1 year | 12.05 | 10.13 | 119% |
| Returns for 3 years | 9.96 | 8.16 | 122% |
| Returns for 5 years | 32.50 | 25.70 | 126% |
| Returns for 10 years | 47.77 | 44.08 | 108% |
View a ticker or compare two or three
VS
VS
Ad is loading...