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RWIBX vs USCGX
RWIBX vs USCGX Comparison
Open Charts RWIBX vs USCGX
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Victory Capital Growth
Price$13.86
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets989.5M
RWIBX vs USCGX Comparison Chart in %
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RWIBX vs. USCGX 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 RWIBX is a Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. USCGX (989M). USCGX pays higher dividends than RWIBX: USCGX (1.70) vs RWIBX (0.82). 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 : 8.46 vs. USCGX (2.22). RWIBX return over 5 years is better than : 48.76 vs. USCGX (45.01).
| 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 | 13.144 | 10.350 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 989M | 13,751% |
| Annual Yield % from dividends | 0.82 | 1.70 | 48% |
| Returns for 1 year | 8.46 | 2.22 | 381% |
| Returns for 3 years | 47.26 | 35.66 | 133% |
| Returns for 5 years | 48.76 | 45.01 | 108% |
| Returns for 10 years | 58.14 | 50.63 | 115% |
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