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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$66.89
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory Capital Growth
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets943.73M
RWIEX vs USCGX Comparison Chart
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RWIEX vs. USCGX commentary
May 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 Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. USCGX (944M). USCGX pays higher dividends than RWIEX: USCGX (1.84) vs RWIEX (1.61). 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 : 3.45 vs. USCGX (-1.16). RWIEX return over 5 years is better than : 54.48 vs. USCGX (47.42).
| 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 | 5.903 | 4.379 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 944M | 13,559% |
| Annual Yield % from dividends | 1.61 | 1.84 | 88% |
| Returns for 1 year | 3.45 | -1.16 | -296% |
| Returns for 3 years | 30.09 | 21.79 | 138% |
| Returns for 5 years | 54.48 | 47.42 | 115% |
| Returns for 10 years | 44.23 | 37.11 | 119% |