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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$59.76
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Victory Sustainable World Institutional
Price$26.86
Change-$0.71 (-2.58%)
VolumeN/A
Net Assets1.27B
RWIFX vs UIWGX Comparison Chart
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RWIFX vs. UIWGX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. UIWGX (1.27B). RWIFX (1.93) and UIWGX (1.87) have matching dividends . RWIFX was incepted earlier than UIWGX: RWIFX (23 years) vs UIWGX (10 years). UIWGX (1.66) 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). UIWGX annual gain was more profitable for investors over the last year : -2.36 vs. RWIFX (-3.76). RWIFX return over 5 years is better than : 48.33 vs. UIWGX (34.00).
| RWIFX | UIWGX | RWIFX / UIWGX | |
| Total Expense Ratio | 0.46 | 1.01 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 1.66 | 28% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -4.061 | -6.984 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.27B | 9,213% |
| Annual Yield % from dividends | 1.93 | 1.87 | 103% |
| Returns for 1 year | -3.76 | -2.36 | 159% |
| Returns for 3 years | 10.67 | 13.49 | 79% |
| Returns for 5 years | 48.33 | 34.00 | 142% |
| Returns for 10 years | 33.92 | N/A | - |