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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Victory Capital Growth
Price$12.80
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets946.99M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. USCGX (947M). RWIEX pays higher dividends than USCGX: RWIEX (1.68) vs USCGX (0.97). RWIEX was incepted earlier than USCGX: RWIEX (23 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 : 10.94 vs. USCGX (7.81). RWIEX return over 5 years is better than : 27.76 vs. USCGX (21.31).
| RWIEX | USCGX | RWIEX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.068 | 1.911 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 947M | 13,411% |
| Annual Yield % from dividends | 1.68 | 0.97 | 173% |
| Returns for 1 year | 10.94 | 7.81 | 140% |
| Returns for 3 years | 8.62 | 6.13 | 141% |
| Returns for 5 years | 27.76 | 21.31 | 130% |
| Returns for 10 years | 47.94 | 45.84 | 105% |