Interact to see
Advertisement
Advertisement
RWIFX vs USCGX
RWIFX vs USCGX Comparison
Open Charts RWIFX vs USCGX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Capital Growth
Price$13.86
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets989.5M
RWIFX vs USCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX 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 RWIFX is a Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. USCGX (989M). RWIFX (1.72) and USCGX (1.70) have matching dividends . RWIFX was incepted earlier than USCGX: RWIFX (23 years) vs USCGX (25 years). USCGX (1.13) is less costly to investors than RWIFX (0.46). USCGX is a more actively managed with annual turnover of: 59.00 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 : 9.68 vs. USCGX (2.22). RWIFX return over 5 years is better than : 54.61 vs. USCGX (45.01).
| RWIFX | USCGX | RWIFX / USCGX | |
| Total Expense Ratio | 0.46 | 1.13 | 41% |
| Annual Report Gross Expense Ratio | 0.46 | 1.13 | 41% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 13.737 | 10.350 | 133% |
| 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 | 1.72 | 1.70 | 101% |
| Returns for 1 year | 9.68 | 2.22 | 436% |
| Returns for 3 years | 51.39 | 35.66 | 144% |
| Returns for 5 years | 54.61 | 45.01 | 121% |
| Returns for 10 years | 64.73 | 50.63 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement