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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$64.42
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$10.98
Change+$0.06 (+0.55%)
VolumeN/A
CapitalizationN/A
RWBEX vs UGMVX Comparison Chart
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RWBEX vs. UGMVX commentary
Dec 26, 2024
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 RWBEX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. UGMVX (482M). UGMVX pays higher dividends than RWBEX: UGMVX (1.53) vs RWBEX (1.28). RWBEX was incepted earlier than UGMVX: RWBEX (10 years) vs UGMVX (11 years). RWBEX (27.00) and UGMVX (26.00) have comparable annual turnover. RWBEX has a lower initial minimum investment than UGMVX: RWBEX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 13.75 vs. RWBEX (9.71). RWBEX return over 5 years is better than : 28.42 vs. UGMVX (8.34).
| RWBEX | UGMVX | RWBEX / UGMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 8.901 | 13.177 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 482M | 26,141% |
| Annual Yield % from dividends | 1.28 | 1.53 | 84% |
| Returns for 1 year | 9.71 | 13.75 | 71% |
| Returns for 3 years | 5.37 | 8.54 | 63% |
| Returns for 5 years | 28.42 | 8.34 | 341% |
| Returns for 10 years | 43.45 | 31.17 | 139% |
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