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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Sustainable World Institutional
Price$30.99
Change-$0.40 (-1.27%)
VolumeN/A
Net Assets1.41B
RWIFX vs UIWGX Comparison Chart
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RWIFX vs. UIWGX 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 RWIFX is a Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. UIWGX (1.41B). RWIFX (1.80) and UIWGX (1.76) have matching dividends . RWIFX was incepted earlier than UIWGX: RWIFX (23 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than RWIFX (0.46). UIWGX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than UIWGX: RWIFX (250) vs UIWGX (1000000). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. UIWGX (4.90). RWIFX return over 5 years is better than : 53.30 vs. UIWGX (38.35).
| RWIFX | UIWGX | RWIFX / UIWGX | |
| Total Expense Ratio | 0.46 | 1.01 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 1.66 | 28% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.163 | 4.555 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.41B | 9,304% |
| Annual Yield % from dividends | 1.80 | 1.76 | 102% |
| Returns for 1 year | 6.65 | 4.90 | 136% |
| Returns for 3 years | 45.12 | 48.27 | 93% |
| Returns for 5 years | 53.30 | 38.35 | 139% |
| Returns for 10 years | 53.59 | N/A | - |
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