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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
Victory Capital Growth
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets943.73M
RWIFX vs USCGX Comparison Chart
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RWIFX vs. USCGX commentary
May 23, 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 USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. USCGX (944M). RWIFX (1.91) and USCGX (1.84) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (23 years) vs USCGX (25 years). USCGX (1.13) is less costly to investors than RWIFX (0.46). USCGX is a more actively managed with annual turnover of: 59.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than USCGX: RWIFX (250) vs USCGX (3000). RWIFX annual gain was more profitable for investors over the last year : 3.79 vs. USCGX (-1.16). RWIFX return over 5 years is better than : 56.08 vs. USCGX (47.42).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | 0.46 | 1.13 | 41% |
| Annual Report Gross Expense Ratio | 0.46 | 1.13 | 41% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 6.030 | 4.379 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 944M | 13,559% |
| Annual Yield % from dividends | 1.91 | 1.84 | 104% |
| Returns for 1 year | 3.79 | -1.16 | -325% |
| Returns for 3 years | 31.00 | 21.79 | 142% |
| Returns for 5 years | 56.08 | 47.42 | 118% |
| Returns for 10 years | 45.78 | 37.11 | 123% |