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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Capital Growth
Price$13.34
Change-$0.17 (-1.26%)
VolumeN/A
Net Assets956.74M
RWIBX vs USCGX Comparison Chart
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RWIBX vs. USCGX commentary
Jun 16, 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 RWIBX is a Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. USCGX (957M). USCGX pays higher dividends than RWIBX: USCGX (1.77) vs RWIBX (0.86). RWIBX was incepted earlier than USCGX: RWIBX (23 years) vs USCGX (25 years). RWIBX (1.51) is less costly to investors than USCGX (1.13). USCGX is a more actively managed with annual turnover of: 59.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than USCGX: RWIBX (250) vs USCGX (3000). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. USCGX (-0.46). RWIBX return over 5 years is better than : 47.82 vs. USCGX (43.80).
| RWIBX | USCGX | RWIBX / USCGX | |
| Total Expense Ratio | 1.51 | 1.13 | 134% |
| Annual Report Gross Expense Ratio | 1.51 | 1.13 | 134% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 8.647 | 6.210 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 957M | 13,689% |
| Annual Yield % from dividends | 0.86 | 1.77 | 49% |
| Returns for 1 year | 5.45 | -0.46 | -1,182% |
| Returns for 3 years | 41.17 | 32.06 | 128% |
| Returns for 5 years | 47.82 | 43.80 | 109% |
| Returns for 10 years | 47.79 | 42.41 | 113% |