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NUGAX vs RWIFX
NUGAX vs RWIFX Comparison
Open Charts NUGAX vs RWIFX
Nuveen Global Dividend Growth A
Price$35.54
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets18.69M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
NUGAX vs RWIFX Comparison Chart
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NUGAX vs. RWIFX commentary
Jun 15, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. NUGAX (18.7M). RWIFX pays higher dividends than NUGAX: RWIFX (1.80) vs NUGAX (1.07). NUGAX was incepted earlier than RWIFX: NUGAX (13 years) vs RWIFX (23 years). NUGAX (1.83) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). RWIFX has a lower initial minimum investment than NUGAX: RWIFX (250) vs NUGAX (2500). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. NUGAX (4.02). RWIFX return over 5 years is better than : 53.30 vs. NUGAX (46.08).
| NUGAX | RWIFX | NUGAX / RWIFX | |
| Total Expense Ratio | 1.15 | 0.46 | 250% |
| Annual Report Gross Expense Ratio | 1.83 | 0.46 | 398% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.345 | 9.163 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7M | 131B | 0% |
| Annual Yield % from dividends | 1.07 | 1.80 | 59% |
| Returns for 1 year | 4.02 | 6.65 | 61% |
| Returns for 3 years | 31.32 | 45.12 | 69% |
| Returns for 5 years | 46.08 | 53.30 | 86% |
| Returns for 10 years | 46.01 | 53.59 | 86% |
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