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RWIFX vs USAWX
RWIFX vs USAWX Comparison
Open Charts RWIFX vs USAWX
American Funds Capital World Gr&Inc R5
Price$56.84
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
Victory Sustainable World
Price$25.46
Change-$0.31 (-1.20%)
VolumeN/A
Net Assets1.19B
RWIFX vs USAWX Comparison Chart
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RWIFX vs. USAWX commentary
Apr 09, 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 USAWX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 110B vs. USAWX (1.19B). RWIFX pays higher dividends than USAWX: RWIFX (1.93) vs USAWX (1.80). RWIFX was incepted earlier than USAWX: RWIFX (23 years) vs USAWX (33 years). USAWX (1.08) is less costly to investors than RWIFX (0.46). USAWX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than USAWX: RWIFX (250) vs USAWX (3000). USAWX annual gain was more profitable for investors over the last year : -9.34 vs. RWIFX (-10.58). RWIFX return over 5 years is better than : 38.79 vs. USAWX (25.22).
| RWIFX | USAWX | RWIFX / USAWX | |
| Total Expense Ratio | 0.46 | 1.08 | 43% |
| Annual Report Gross Expense Ratio | 0.46 | 1.08 | 43% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -10.236 | -12.762 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.19B | 9,220% |
| Annual Yield % from dividends | 1.93 | 1.80 | 107% |
| Returns for 1 year | -10.58 | -9.34 | 113% |
| Returns for 3 years | 2.13 | 4.61 | 46% |
| Returns for 5 years | 38.79 | 25.22 | 154% |
| Returns for 10 years | 24.94 | -4.76 | -524% |
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