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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$67.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWBEX vs UGMVX Comparison Chart
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RWBEX vs. UGMVX commentary
Nov 23, 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 StrongBuy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. UGMVX (517M). 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 : 20.78 vs. RWBEX (18.29). RWBEX return over 5 years is better than : 39.09 vs. UGMVX (11.58).
| 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 | 13.870 | 15.431 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 517M | 24,371% |
| Annual Yield % from dividends | 1.28 | 1.53 | 84% |
| Returns for 1 year | 18.29 | 20.78 | 88% |
| Returns for 3 years | 5.19 | -9.77 | -53% |
| Returns for 5 years | 39.09 | 11.58 | 337% |
| Returns for 10 years | 47.47 | 18.65 | 254% |
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