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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
Victory Capital Growth
Price$12.11
Change-$0.46 (-3.66%)
VolumeN/A
Net Assets914.12M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
Apr 04, 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: 123B vs. USCGX (914M). USCGX pays higher dividends than RWIEX: USCGX (1.86) vs RWIEX (1.63). RWIEX was incepted earlier than USCGX: RWIEX (23 years) vs USCGX (24 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 : 0.23 vs. USCGX (-4.10). RWIEX return over 5 years is better than : 68.33 vs. USCGX (64.99).
| 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 | 24 years | - |
| Gain YTD | 0.869 | 0.080 | 1,091% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 914M | 13,457% |
| Annual Yield % from dividends | 1.63 | 1.86 | 87% |
| Returns for 1 year | 0.23 | -4.10 | -6% |
| Returns for 3 years | 11.51 | 6.60 | 174% |
| Returns for 5 years | 68.33 | 64.99 | 105% |
| Returns for 10 years | 41.09 | 35.39 | 116% |
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