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RWIFX vs UICGX
RWIFX vs UICGX Comparison
Open Charts RWIFX vs UICGX
American Funds Capital World Gr&Inc R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
Victory Capital Growth Institutional
Price$12.70
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets909.58M
RWIFX vs UICGX Comparison Chart
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RWIFX vs. UICGX commentary
Apr 03, 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 Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. UICGX (910M). RWIFX pays higher dividends than UICGX: RWIFX (1.93) vs UICGX (1.81). RWIFX was incepted earlier than UICGX: RWIFX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than RWIFX (0.46). UICGX is a more actively managed with annual turnover of: 59.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than UICGX: RWIFX (250) vs UICGX (1000000). RWIFX annual gain was more profitable for investors over the last year : 1.17 vs. UICGX (-4.20). RWIFX return over 5 years is better than : 70.05 vs. UICGX (65.18).
| RWIFX | UICGX | RWIFX / UICGX | |
| Total Expense Ratio | 0.46 | 1.16 | 40% |
| Annual Report Gross Expense Ratio | 0.46 | 1.80 | 26% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.945 | -0.551 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 910M | 13,516% |
| Annual Yield % from dividends | 1.93 | 1.81 | 106% |
| Returns for 1 year | 1.17 | -4.20 | -28% |
| Returns for 3 years | 13.29 | 6.33 | 210% |
| Returns for 5 years | 70.05 | 65.18 | 107% |
| Returns for 10 years | 43.64 | N/A | - |
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