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RWIFX vs UIWGX
RWIFX vs UIWGX Comparison
Open Charts RWIFX vs UIWGX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World Institutional
Price$32.31
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets1.46B
RWIFX vs UIWGX Comparison Chart in %
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RWIFX vs. UIWGX 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 RWIFX is a Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. UIWGX (1.46B). RWIFX (1.72) and UIWGX (1.68) 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 : 9.68 vs. UIWGX (7.58). RWIFX return over 5 years is better than : 54.61 vs. UIWGX (40.08).
| 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 | 13.737 | 9.008 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.72 | 1.68 | 102% |
| Returns for 1 year | 9.68 | 7.58 | 128% |
| Returns for 3 years | 51.39 | 53.80 | 96% |
| Returns for 5 years | 54.61 | 40.08 | 136% |
| Returns for 10 years | 64.73 | N/A | - |
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