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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World Institutional
Price$34.05
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
RWIFX vs UIWGX Comparison Chart in %
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RWIFX vs. UIWGX commentary
Nov 20, 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 Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. UIWGX (1.5B). RWIFX (1.60) and UIWGX (1.56) have matching dividends . RWIFX was incepted earlier than UIWGX: RWIFX (24 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 : 12.54 vs. UIWGX (8.49). RWIFX return over 5 years is better than : 43.47 vs. UIWGX (28.95).
| RWIFX | UIWGX | RWIFX / UIWGX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.44 | 32% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 19.262 | 14.777 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.60 | 1.56 | 103% |
| Returns for 1 year | 12.54 | 8.49 | 148% |
| Returns for 3 years | 52.05 | 55.98 | 93% |
| Returns for 5 years | 43.47 | 28.95 | 150% |
| Returns for 10 years | 76.17 | 30.12 | 253% |