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NUGAX vs RWIFX
NUGAX vs RWIFX Comparison
Open Charts NUGAX vs RWIFX
Nuveen Global Dividend Growth A
Price$36.61
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets19.31M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
NUGAX vs RWIFX Comparison Chart in %
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NUGAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. NUGAX (19.3M). RWIFX pays higher dividends than NUGAX: RWIFX (1.72) vs NUGAX (1.14). 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 : 9.68 vs. NUGAX (5.80). RWIFX return over 5 years is better than : 54.61 vs. NUGAX (48.89).
| 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 | 7.121 | 13.737 | 52% |
| 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 | 1.72 | 66% |
| Returns for 1 year | 5.80 | 9.68 | 60% |
| Returns for 3 years | 33.75 | 51.39 | 66% |
| Returns for 5 years | 48.89 | 54.61 | 90% |
| Returns for 10 years | 56.40 | 64.73 | 87% |
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