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RWIFX vs USWGX
RWIFX vs USWGX Comparison
Open Charts RWIFX vs USWGX
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Victory Sustainable World A
Price$33.65
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets1.5B
RWIFX vs USWGX Comparison Chart in %
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RWIFX vs. USWGX commentary
Sep 28, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. USWGX (1.5B). RWIFX pays higher dividends than USWGX: RWIFX (1.69) vs USWGX (1.34). RWIFX was incepted earlier than USWGX: RWIFX (23 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than RWIFX (0.46). USWGX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than USWGX: RWIFX (250) vs USWGX (2500). RWIFX annual gain was more profitable for investors over the last year : 9.77 vs. USWGX (6.18). RWIFX return over 5 years is better than : 56.94 vs. USWGX (36.70).
| RWIFX | USWGX | RWIFX / USWGX | |
| Total Expense Ratio | 0.46 | 1.38 | 33% |
| Annual Report Gross Expense Ratio | 0.46 | 1.77 | 26% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 19.119 | 13.529 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.5B | 9,340% |
| Annual Yield % from dividends | 1.69 | 1.34 | 126% |
| Returns for 1 year | 9.77 | 6.18 | 158% |
| Returns for 3 years | 71.31 | 69.39 | 103% |
| Returns for 5 years | 56.94 | 36.70 | 155% |
| Returns for 10 years | 92.50 | 39.15 | 236% |
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