Interact to see
Advertisement
Advertisement
NUGAX vs RWIAX
NUGAX vs RWIAX Comparison
Open Charts NUGAX vs RWIAX
Nuveen Global Dividend Growth A
Price$36.61
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets19.31M
American Funds Capital World Gr&Inc R1
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
NUGAX vs RWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NUGAX vs. RWIAX commentary
Jul 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 NUGAX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 136B vs. NUGAX (19.3M). NUGAX pays higher dividends than RWIAX: NUGAX (1.14) vs RWIAX (0.81). NUGAX was incepted earlier than RWIAX: NUGAX (13 years) vs RWIAX (23 years). NUGAX (1.83) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). RWIAX has a lower initial minimum investment than NUGAX: RWIAX (250) vs NUGAX (2500). RWIAX annual gain was more profitable for investors over the last year : 8.49 vs. NUGAX (5.80). NUGAX (48.89) and RWIAX (48.85) have equivalent 5 years return.
| NUGAX | RWIAX | NUGAX / RWIAX | |
| Total Expense Ratio | 1.15 | 1.51 | 76% |
| Annual Report Gross Expense Ratio | 1.83 | 1.51 | 121% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.121 | 13.153 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3M | 136B | 0% |
| Annual Yield % from dividends | 1.14 | 0.81 | 140% |
| Returns for 1 year | 5.80 | 8.49 | 68% |
| Returns for 3 years | 33.75 | 47.32 | 71% |
| Returns for 5 years | 48.89 | 48.85 | 100% |
| Returns for 10 years | 56.40 | 58.41 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement