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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$78.47
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
RWIFX vs USCGX Comparison Chart in %
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RWIFX 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 RWIFX is a StrongBuy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. USCGX (1.05B). RWIFX (1.59) and USCGX (1.57) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (24 years) vs USCGX (25 years). USCGX (1.09) is less costly to investors than RWIFX (0.46). USCGX is a more actively managed with annual turnover of: 57.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than USCGX: RWIFX (250) vs USCGX (3000). RWIFX annual gain was more profitable for investors over the last year : 15.07 vs. USCGX (6.38). RWIFX return over 5 years is better than : 45.24 vs. USCGX (37.99).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | 0.46 | 1.09 | 42% |
| Annual Report Gross Expense Ratio | 0.46 | 1.09 | 42% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 24.712 | 21.895 | 113% |
| 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 | 1.59 | 1.57 | 102% |
| Returns for 1 year | 15.07 | 6.38 | 236% |
| Returns for 3 years | 56.68 | 39.37 | 144% |
| Returns for 5 years | 45.24 | 37.99 | 119% |
| Returns for 10 years | 93.09 | 71.37 | 130% |
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