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RWIFX vs USAWX
RWIFX vs USAWX Comparison
Open Charts RWIFX vs USAWX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World
Price$32.19
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets1.46B
RWIFX vs USAWX Comparison Chart in %
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RWIFX vs. USAWX commentary
Jul 06, 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: 136B vs. USAWX (1.46B). RWIFX pays higher dividends than USAWX: RWIFX (1.72) vs USAWX (1.62). 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 : 9.68 vs. USAWX (7.49). RWIFX return over 5 years is better than : 54.61 vs. USAWX (39.50).
| 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 | 13.737 | 8.971 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.72 | 1.62 | 107% |
| Returns for 1 year | 9.68 | 7.49 | 129% |
| Returns for 3 years | 51.39 | 53.40 | 96% |
| Returns for 5 years | 54.61 | 39.50 | 138% |
| Returns for 10 years | 64.73 | 22.32 | 290% |
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