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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$74.35
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Global Managed Volatility
Price$12.16
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets402.12M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Nov 20, 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 RWBEX is a Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. UGMVX (402M). UGMVX pays higher dividends than RWBEX: UGMVX (1.34) vs RWBEX (0.98). RWBEX was incepted earlier than UGMVX: RWBEX (11 years) vs UGMVX (12 years). RWBEX (1.21) is less costly to investors than UGMVX (1.15). UGMVX is a more actively managed with annual turnover of: 37.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than UGMVX: RWBEX (250) vs UGMVX (3000). RWBEX annual gain was more profitable for investors over the last year : 11.64 vs. UGMVX (9.97). RWBEX return over 5 years is better than : 39.12 vs. UGMVX (19.04).
| RWBEX | UGMVX | RWBEX / UGMVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 1.15 | 105% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 18.381 | 13.438 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 402M | 34,826% |
| Annual Yield % from dividends | 0.98 | 1.34 | 73% |
| Returns for 1 year | 11.64 | 9.97 | 117% |
| Returns for 3 years | 48.75 | 40.62 | 120% |
| Returns for 5 years | 39.12 | 19.04 | 206% |
| Returns for 10 years | 70.66 | 58.45 | 121% |
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