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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$56.57
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
Victory Global Managed Volatility
Price$9.72
Change-$0.12 (-1.22%)
VolumeN/A
Net Assets400M
RWBEX vs UGMVX Comparison Chart
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RWBEX vs. UGMVX commentary
Apr 09, 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: 110B vs. UGMVX (400M). UGMVX pays higher dividends than RWBEX: UGMVX (1.54) vs RWBEX (1.19). RWBEX was incepted earlier than UGMVX: RWBEX (11 years) vs UGMVX (12 years). UGMVX (1.24) and RWBEX (1.21) have similar cost to investors . 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 : -3.94 vs. RWBEX (-10.38). RWBEX return over 5 years is better than : 38.28 vs. UGMVX (16.40).
| RWBEX | UGMVX | RWBEX / UGMVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 1.24 | 98% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -9.739 | -8.804 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 400M | 27,500% |
| Annual Yield % from dividends | 1.19 | 1.54 | 77% |
| Returns for 1 year | -10.38 | -3.94 | 263% |
| Returns for 3 years | 1.14 | 3.68 | 31% |
| Returns for 5 years | 38.28 | 16.40 | 233% |
| Returns for 10 years | 22.44 | 20.87 | 108% |
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