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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Victory Capital Growth
Price$12.96
Change-$0.16 (-1.22%)
VolumeN/A
Net Assets952.99M
RWIFX vs USCGX Comparison Chart
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RWIFX vs. USCGX commentary
Feb 23, 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: 128B vs. USCGX (953M). 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 : 7.41 vs. USCGX (2.56). RWIFX return over 5 years is better than : 33.89 vs. USCGX (24.71).
| 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 | 4.358 | 3.185 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 953M | 13,431% |
| Annual Yield % from dividends | 1.94 | 0.97 | 199% |
| Returns for 1 year | 7.41 | 2.56 | 290% |
| Returns for 3 years | 17.26 | 13.23 | 130% |
| Returns for 5 years | 33.89 | 24.71 | 137% |
| Returns for 10 years | 46.04 | 39.31 | 117% |
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