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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Capital Growth
Price$14.33
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets1.01B
RWIEX vs USCGX Comparison Chart in %
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RWIEX vs. USCGX commentary
Sep 08, 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: 138B vs. USCGX (1.01B). USCGX pays higher dividends than RWIEX: USCGX (1.65) vs RWIEX (1.43). 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: 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 : 13.16 vs. USCGX (5.01). RWIEX return over 5 years is better than : 47.13 vs. USCGX (39.40).
| 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 | 16.190 | 14.092 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.01B | 13,677% |
| Annual Yield % from dividends | 1.43 | 1.65 | 87% |
| Returns for 1 year | 13.16 | 5.01 | 263% |
| Returns for 3 years | 54.08 | 39.47 | 137% |
| Returns for 5 years | 47.13 | 39.40 | 120% |
| Returns for 10 years | 75.67 | 63.27 | 120% |