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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$63.25
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
Victory Capital Growth
Price$12.46
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets897.75M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
Apr 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 Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. USCGX (898M). USCGX pays higher dividends than RWIEX: USCGX (1.86) vs RWIEX (1.63). 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 : 2.24 vs. USCGX (-2.18). RWIEX return over 5 years is better than : 51.85 vs. USCGX (45.37).
| 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 | 0.140 | -1.194 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 898M | 13,474% |
| Annual Yield % from dividends | 1.63 | 1.86 | 87% |
| Returns for 1 year | 2.24 | -2.18 | -103% |
| Returns for 3 years | 22.48 | 13.07 | 172% |
| Returns for 5 years | 51.85 | 45.37 | 114% |
| Returns for 10 years | 36.71 | 30.42 | 121% |
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