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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
Victory Capital Growth
Price$12.11
Change-$0.46 (-3.66%)
VolumeN/A
Net Assets914.12M
RWIFX vs USCGX Comparison Chart
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RWIFX vs. USCGX commentary
Apr 04, 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 (914M). RWIFX (1.93) and USCGX (1.86) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (23 years) vs USCGX (24 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 : 0.55 vs. USCGX (-4.10). RWIFX return over 5 years is better than : 70.05 vs. USCGX (64.99).
| 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 | 24 years | - |
| Gain YTD | 0.945 | 0.080 | 1,187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 914M | 13,457% |
| Annual Yield % from dividends | 1.93 | 1.86 | 103% |
| Returns for 1 year | 0.55 | -4.10 | -13% |
| Returns for 3 years | 12.30 | 6.60 | 186% |
| Returns for 5 years | 70.05 | 64.99 | 108% |
| Returns for 10 years | 42.59 | 35.39 | 120% |
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