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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$65.12
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets125.9B
Victory Global Managed Volatility
Price$11.04
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets445.25M
RWBEX vs UGMVX Comparison Chart
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RWBEX vs. UGMVX commentary
Mar 08, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. UGMVX (445M). UGMVX pays higher dividends than RWBEX: UGMVX (1.50) vs RWBEX (1.15). 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 : 6.69 vs. RWBEX (2.84). RWBEX return over 5 years is better than : 42.11 vs. UGMVX (18.76).
| 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 | 2.924 | 1.483 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 445M | 28,315% |
| Annual Yield % from dividends | 1.15 | 1.50 | 77% |
| Returns for 1 year | 2.84 | 6.69 | 42% |
| Returns for 3 years | 23.17 | 23.25 | 100% |
| Returns for 5 years | 42.11 | 18.76 | 224% |
| Returns for 10 years | 45.63 | 40.64 | 112% |
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