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RWIFX vs UICGX
RWIFX vs UICGX Comparison
Open Charts RWIFX vs UICGX
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
Victory Capital Growth Institutional
Price$13.25
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets954.21M
RWIFX vs UICGX Comparison Chart
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RWIFX vs. UICGX 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 RWIFX is a Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. UICGX (954M). RWIFX pays higher dividends than UICGX: RWIFX (1.91) vs UICGX (1.79). 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 : 3.32 vs. UICGX (-0.58). RWIFX return over 5 years is better than : 56.14 vs. UICGX (50.06).
| 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 | 6.077 | 5.512 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 954M | 13,627% |
| Annual Yield % from dividends | 1.91 | 1.79 | 106% |
| Returns for 1 year | 3.32 | -0.58 | -573% |
| Returns for 3 years | 32.97 | 25.20 | 131% |
| Returns for 5 years | 56.14 | 50.06 | 112% |
| Returns for 10 years | 45.85 | N/A | - |
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