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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$69.77
Change+$0.98 (+1.42%)
VolumeN/A
Net Assets130.31B
Victory Sustainable World Institutional
Price$31.07
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.4B
RWIFX vs UIWGX Comparison Chart in %
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RWIFX vs. UIWGX commentary
Jun 25, 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: 130B vs. UIWGX (1.4B). RWIFX (1.80) and UIWGX (1.76) 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). RWIFX annual gain was more profitable for investors over the last year : 6.04 vs. UIWGX (4.22). RWIFX return over 5 years is better than : 51.59 vs. UIWGX (37.19).
| 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 | 8.638 | 4.116 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.4B | 9,286% |
| Annual Yield % from dividends | 1.80 | 1.76 | 102% |
| Returns for 1 year | 6.04 | 4.22 | 143% |
| Returns for 3 years | 41.81 | 43.27 | 97% |
| Returns for 5 years | 51.59 | 37.19 | 139% |
| Returns for 10 years | 53.04 | N/A | - |
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