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NUGIX vs RWIBX
NUGIX vs RWIBX Comparison
Open Charts NUGIX vs RWIBX
Nuveen Global Dividend Growth I
Price$36.58
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets19.31M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
NUGIX vs RWIBX Comparison Chart in %
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NUGIX vs. RWIBX commentary
Jul 07, 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 NUGIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. NUGIX (19.3M). NUGIX pays higher dividends than RWIBX: NUGIX (1.37) vs RWIBX (0.82). NUGIX was incepted earlier than RWIBX: NUGIX (13 years) vs RWIBX (23 years). NUGIX (1.58) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). RWIBX has a lower initial minimum investment than NUGIX: RWIBX (250) vs NUGIX (100000). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. NUGIX (6.04). NUGIX (50.75) and RWIBX (48.76) have equivalent 5 years return.
| NUGIX | RWIBX | NUGIX / RWIBX | |
| Total Expense Ratio | 0.90 | 1.51 | 60% |
| Annual Report Gross Expense Ratio | 1.58 | 1.51 | 105% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.260 | 13.144 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3M | 136B | 0% |
| Annual Yield % from dividends | 1.37 | 0.82 | 168% |
| Returns for 1 year | 6.04 | 8.46 | 71% |
| Returns for 3 years | 34.69 | 47.26 | 73% |
| Returns for 5 years | 50.75 | 48.76 | 104% |
| Returns for 10 years | 58.91 | 58.14 | 101% |
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