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RWIFX vs UCEQX
RWIFX vs UCEQX Comparison
Open Charts RWIFX vs UCEQX
American Funds Capital World Gr&Inc R5
Price$74.88
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Victory Cornerstone Equity
Price$20.75
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets292.18M
RWIFX vs UCEQX Comparison Chart in %
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RWIFX vs. UCEQX commentary
Sep 18, 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 RWIFX is a StrongBuy and UCEQX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. UCEQX (292M). UCEQX pays higher dividends than RWIFX: UCEQX (2.06) vs RWIFX (1.69). RWIFX was incepted earlier than UCEQX: RWIFX (23 years) vs UCEQX (13 years). UCEQX (0.59) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. UCEQX (11.00). RWIFX has a lower initial minimum investment than UCEQX: RWIFX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 18.98 vs. RWIFX (13.71). UCEQX return over 5 years is better than : 58.13 vs. RWIFX (54.59).
| RWIFX | UCEQX | RWIFX / UCEQX | |
| Total Expense Ratio | 0.46 | 0.59 | 78% |
| Annual Report Gross Expense Ratio | 0.46 | 0.59 | 78% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 19.326 | 18.900 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 292M | 48,288% |
| Annual Yield % from dividends | 1.69 | 2.06 | 82% |
| Returns for 1 year | 13.71 | 18.98 | 72% |
| Returns for 3 years | 60.27 | 54.79 | 110% |
| Returns for 5 years | 54.59 | 58.13 | 94% |
| Returns for 10 years | 83.40 | 93.39 | 89% |
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