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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$66.54
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
Victory Sustainable World Institutional
Price$30.87
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets1.45B
RWIFX vs UIWGX Comparison Chart
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RWIFX vs. UIWGX commentary
Jan 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. UIWGX (1.45B). RWIFX pays higher dividends than UIWGX: RWIFX (1.94) vs UIWGX (0.99). RWIFX was incepted earlier than UIWGX: RWIFX (23 years) vs UIWGX (9 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. UIWGX (23.00). RWIFX has a lower initial minimum investment than UIWGX: RWIFX (250) vs UIWGX (1000000). UIWGX annual gain was more profitable for investors over the last year : 16.84 vs. RWIFX (12.26). RWIFX return over 5 years is better than : 33.60 vs. UIWGX (26.34).
| RWIFX | UIWGX | RWIFX / UIWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.688 | 4.150 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 1.45B | 8,921% |
| Annual Yield % from dividends | 1.94 | 0.99 | 197% |
| Returns for 1 year | 12.26 | 16.84 | 73% |
| Returns for 3 years | 16.08 | 23.39 | 69% |
| Returns for 5 years | 33.60 | 26.34 | 128% |
| Returns for 10 years | 50.30 | N/A | - |