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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Capital Growth
Price$14.64
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets1.02B
RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Nov 20, 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 Hold and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. USCGX (1.02B). RWIFX (1.60) and USCGX (1.58) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (24 years) vs USCGX (25 years). USCGX (1.09) is less costly to investors than RWIFX (0.46). USCGX is a more actively managed with annual turnover of: 57.00 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 : 12.54 vs. USCGX (4.41). RWIFX return over 5 years is better than : 43.47 vs. USCGX (36.33).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | 0.46 | 1.09 | 42% |
| Annual Report Gross Expense Ratio | 0.46 | 1.09 | 42% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 19.262 | 17.277 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.02B | 13,627% |
| Annual Yield % from dividends | 1.60 | 1.58 | 102% |
| Returns for 1 year | 12.54 | 4.41 | 284% |
| Returns for 3 years | 52.05 | 36.12 | 144% |
| Returns for 5 years | 43.47 | 36.33 | 120% |
| Returns for 10 years | 76.17 | 59.60 | 128% |
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