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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth
Price$12.53
Change-$0.56 (-4.28%)
VolumeN/A
CapitalizationN/A
RWIFX vs USCGX Comparison Chart
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RWIFX vs. USCGX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. USCGX (955M). RWIFX pays higher dividends than USCGX: RWIFX (1.94) vs USCGX (0.97). RWIFX was incepted earlier than USCGX: RWIFX (23 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 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 : 12.33 vs. USCGX (10.13). RWIFX return over 5 years is better than : 33.65 vs. USCGX (25.70).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 10.727 | 8.663 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 955M | 12,670% |
| Annual Yield % from dividends | 1.94 | 0.97 | 199% |
| Returns for 1 year | 12.33 | 10.13 | 122% |
| Returns for 3 years | 10.56 | 8.16 | 129% |
| Returns for 5 years | 33.65 | 25.70 | 131% |
| Returns for 10 years | 49.13 | 44.08 | 111% |