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RWIEX vs USCGX
RWIEX vs USCGX Comparison
Open Charts RWIEX vs USCGX
American Funds Capital World Gr&Inc R4
Price$75.99
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Victory Capital Growth
Price$14.76
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets1.02B
RWIEX vs USCGX Comparison Chart in %
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RWIEX vs. USCGX commentary
Oct 21, 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: 141B vs. USCGX (1.02B). USCGX pays higher dividends than RWIEX: USCGX (1.60) vs RWIEX (1.38). RWIEX was incepted earlier than USCGX: RWIEX (23 years) vs USCGX (25 years). USCGX (1.09) is less costly to investors than RWIEX (0.76). USCGX is a more actively managed with annual turnover of: 57.00 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 : 11.50 vs. USCGX (2.00). RWIEX return over 5 years is better than : 53.07 vs. USCGX (42.29).
| RWIEX | USCGX | RWIEX / USCGX | |
| Total Expense Ratio | 0.76 | 1.09 | 70% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 21.230 | 16.561 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.02B | 13,824% |
| Annual Yield % from dividends | 1.38 | 1.60 | 86% |
| Returns for 1 year | 11.50 | 2.00 | 575% |
| Returns for 3 years | 67.10 | 46.88 | 143% |
| Returns for 5 years | 53.07 | 42.29 | 126% |
| Returns for 10 years | 75.91 | 59.91 | 127% |
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