RWIFX
Price
$83.14
Change
-$0.27 (-0.32%)
Updated
Sep 9 closing price
Net Assets
158.35B
USCGX
Price
$15.59
Change
-$0.12 (-0.76%)
Updated
Sep 9 closing price
Net Assets
1.13B
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RWIFX vs USCGX

RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Sep 10, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. USCGX (1.13B). RWIFX pays higher dividends than USCGX: RWIFX (1.57) vs USCGX (0.87). RWIFX was incepted earlier than USCGX: RWIFX (24 years) vs USCGX (26 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 (44.00). 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 : 14.94 vs. USCGX (10.06). RWIFX return over 5 years is better than : 35.70 vs. USCGX (21.38).
RWIFXUSCGXRWIFX / USCGX
Total Expense Ratio0.461.0942%
Annual Report Gross Expense Ratio0.461.0942%
Fund Existence24 years26 years-
Gain YTD17.24713.923124%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets158B1.13B13,945%
Annual Yield % from dividends1.570.87181%
Returns for 1 year14.9410.06149%
Returns for 3 years54.7543.53126%
Returns for 5 years35.7021.38167%
Returns for 10 years100.5272.77138%
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