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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Capital Growth
Price$14.33
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets1.01B
RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Sep 08, 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: 138B vs. USCGX (1.01B). RWIFX (1.69) and USCGX (1.65) 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: 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 : 13.51 vs. USCGX (5.01). RWIFX return over 5 years is better than : 48.74 vs. USCGX (39.40).
| 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 | 16.421 | 14.092 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.01B | 13,677% |
| Annual Yield % from dividends | 1.69 | 1.65 | 102% |
| Returns for 1 year | 13.51 | 5.01 | 270% |
| Returns for 3 years | 55.27 | 39.47 | 140% |
| Returns for 5 years | 48.74 | 39.40 | 124% |
| Returns for 10 years | 77.64 | 63.27 | 123% |