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RWIAX vs USCGX
RWIAX vs USCGX Comparison
Open Charts RWIAX vs USCGX
American Funds Capital World Gr&Inc R1
Price$77.35
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Victory Capital Growth
Price$15.31
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1.05B
RWIAX vs USCGX Comparison Chart in %
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RWIAX vs. USCGX commentary
Dec 13, 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 RWIAX is a StrongBuy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 142B vs. USCGX (1.05B). USCGX pays higher dividends than RWIAX: USCGX (1.57) vs RWIAX (0.73). RWIAX was incepted earlier than USCGX: RWIAX (24 years) vs USCGX (25 years). RWIAX (1.51) is less costly to investors than USCGX (1.09). USCGX is a more actively managed with annual turnover of: 57.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than USCGX: RWIAX (250) vs USCGX (3000). RWIAX annual gain was more profitable for investors over the last year : 13.80 vs. USCGX (6.38). RWIAX (39.46) and USCGX (37.99) have equivalent 5 years return.
| RWIAX | USCGX | RWIAX / USCGX | |
| Total Expense Ratio | 1.51 | 1.09 | 139% |
| Annual Report Gross Expense Ratio | 1.51 | 1.09 | 139% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 23.487 | 21.895 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.05B | 13,537% |
| Annual Yield % from dividends | 0.73 | 1.57 | 47% |
| Returns for 1 year | 13.80 | 6.38 | 216% |
| Returns for 3 years | 52.08 | 39.37 | 132% |
| Returns for 5 years | 39.46 | 37.99 | 104% |
| Returns for 10 years | 85.18 | 71.37 | 119% |
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