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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
Victory Capital Growth
Price$14.76
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets1.02B
RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Oct 21, 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 StrongBuy and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. USCGX (1.02B). RWIFX (1.64) and USCGX (1.60) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (23 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 : 11.85 vs. USCGX (2.00). RWIFX return over 5 years is better than : 54.85 vs. USCGX (42.29).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | 0.46 | 1.09 | 42% |
| Annual Report Gross Expense Ratio | 0.46 | 1.09 | 42% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 21.525 | 16.561 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.02B | 13,824% |
| Annual Yield % from dividends | 1.64 | 1.60 | 102% |
| Returns for 1 year | 11.85 | 2.00 | 592% |
| Returns for 3 years | 68.52 | 46.88 | 146% |
| Returns for 5 years | 54.85 | 42.29 | 130% |
| Returns for 10 years | 78.07 | 59.91 | 130% |
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