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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Victory Capital Growth
Price$13.34
Change-$0.17 (-1.26%)
VolumeN/A
Net Assets969.1M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
Jun 14, 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 USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 132B vs. USCGX (969M). USCGX pays higher dividends than RWIEX: USCGX (1.77) vs RWIEX (1.53). 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 : 6.32 vs. USCGX (0.81). RWIEX return over 5 years is better than : 51.75 vs. USCGX (45.63).
| 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 | 9.014 | 7.564 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 969M | 13,622% |
| Annual Yield % from dividends | 1.53 | 1.77 | 86% |
| Returns for 1 year | 6.32 | 0.81 | 782% |
| Returns for 3 years | 43.98 | 33.74 | 130% |
| Returns for 5 years | 51.75 | 45.63 | 113% |
| Returns for 10 years | 51.97 | 44.22 | 118% |
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