Ad is loading...
RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$63.96
Change+$0.08 (+0.13%)
VolumeN/A
Net Assets122.74B
Victory Capital Growth
Price$12.60
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets908.46M
RWIFX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. USCGX commentary
May 02, 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: 123B vs. USCGX (908M). RWIFX (1.93) and USCGX (1.86) 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 : 3.73 vs. USCGX (-0.53). RWIFX return over 5 years is better than : 53.78 vs. USCGX (46.92).
| 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 | 1.008 | 0.080 | 1,266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 908M | 13,546% |
| Annual Yield % from dividends | 1.93 | 1.86 | 103% |
| Returns for 1 year | 3.73 | -0.53 | -703% |
| Returns for 3 years | 24.12 | 15.13 | 159% |
| Returns for 5 years | 53.78 | 46.92 | 115% |
| Returns for 10 years | 40.48 | 33.14 | 122% |
View a ticker or compare two or three
VS
VS
Ad is loading...