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RWIFX vs USAWX
RWIFX vs USAWX Comparison
Open Charts RWIFX vs USAWX
American Funds Capital World Gr&Inc R5
Price$67.13
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets128.47B
Victory Sustainable World
Price$30.21
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.38B
RWIFX vs USAWX Comparison Chart
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RWIFX vs. USAWX commentary
May 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 Buy and USAWX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. USAWX (1.38B). RWIFX pays higher dividends than USAWX: RWIFX (1.91) vs USAWX (1.78). 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). RWIFX annual gain was more profitable for investors over the last year : 3.79 vs. USAWX (3.39). RWIFX return over 5 years is better than : 56.08 vs. USAWX (39.96).
| 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 | 6.030 | 2.200 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.38B | 9,249% |
| Annual Yield % from dividends | 1.91 | 1.78 | 107% |
| Returns for 1 year | 3.79 | 3.39 | 112% |
| Returns for 3 years | 31.00 | 35.67 | 87% |
| Returns for 5 years | 56.08 | 39.96 | 140% |
| Returns for 10 years | 45.78 | 10.46 | 438% |