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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
Victory Capital Growth
Price$14.00
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets992.38M
RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. USCGX (992M). RWIFX (1.72) and USCGX (1.70) 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 : 14.13 vs. USCGX (4.39). RWIFX return over 5 years is better than : 52.85 vs. USCGX (41.74).
| 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 | 15.198 | 11.146 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 992M | 13,810% |
| Annual Yield % from dividends | 1.72 | 1.70 | 101% |
| Returns for 1 year | 14.13 | 4.39 | 321% |
| Returns for 3 years | 52.17 | 34.36 | 152% |
| Returns for 5 years | 52.85 | 41.74 | 127% |
| Returns for 10 years | 64.97 | 49.91 | 130% |
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