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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Victory Sustainable World Institutional
Price$33.17
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets1.48B
RWIFX vs UIWGX Comparison Chart in %
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RWIFX vs. UIWGX commentary
Aug 29, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. UIWGX (1.48B). RWIFX (1.72) and UIWGX (1.68) have matching dividends . RWIFX was incepted earlier than UIWGX: RWIFX (23 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than RWIFX (0.46). UIWGX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than UIWGX: RWIFX (250) vs UIWGX (1000000). RWIFX annual gain was more profitable for investors over the last year : 10.96 vs. UIWGX (7.86). RWIFX return over 5 years is better than : 45.83 vs. UIWGX (29.56).
| RWIFX | UIWGX | RWIFX / UIWGX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.44 | 32% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 16.342 | 11.538 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,282% |
| Annual Yield % from dividends | 1.72 | 1.68 | 103% |
| Returns for 1 year | 10.96 | 7.86 | 140% |
| Returns for 3 years | 50.71 | 51.18 | 99% |
| Returns for 5 years | 45.83 | 29.56 | 155% |
| Returns for 10 years | 76.64 | 32.14 | 238% |
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