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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Victory Capital Growth
Price$12.96
Change-$0.16 (-1.22%)
VolumeN/A
Net Assets952.99M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. USCGX (953M). 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 : 7.09 vs. USCGX (2.56). RWIEX return over 5 years is better than : 32.66 vs. USCGX (24.71).
| 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 | 4.325 | 3.185 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 953M | 13,431% |
| Annual Yield % from dividends | 1.68 | 0.97 | 173% |
| Returns for 1 year | 7.09 | 2.56 | 277% |
| Returns for 3 years | 16.55 | 13.23 | 125% |
| Returns for 5 years | 32.66 | 24.71 | 132% |
| Returns for 10 years | 44.62 | 39.31 | 114% |
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