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RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Capital Growth
Price$14.93
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets1.05B
RWIFX vs USCGX Comparison Chart in %
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RWIFX vs. USCGX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. USCGX (1.05B). RWIFX (1.60) and USCGX (1.58) 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 : 15.39 vs. USCGX (6.06). RWIFX return over 5 years is better than : 49.55 vs. USCGX (40.98).
| 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 | 23.740 | 20.541 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.05B | 13,727% |
| Annual Yield % from dividends | 1.60 | 1.58 | 102% |
| Returns for 1 year | 15.39 | 6.06 | 254% |
| Returns for 3 years | 57.49 | 39.53 | 145% |
| Returns for 5 years | 49.55 | 40.98 | 121% |
| Returns for 10 years | 88.26 | 69.47 | 127% |
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