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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Victory Global Managed Volatility
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets480.8M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Jul 27, 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: 137B vs. UGMVX (481M). UGMVX pays higher dividends than RWBEX: UGMVX (1.41) vs RWBEX (1.06). 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 is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). RWBEX has a lower initial minimum investment than UGMVX: RWBEX (250) vs UGMVX (3000). RWBEX (13.26) and UGMVX (12.61) have marching annual gain over last year. RWBEX return over 5 years is better than : 48.81 vs. UGMVX (25.56).
| 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 | 14.722 | 10.195 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.06 | 1.41 | 75% |
| Returns for 1 year | 13.26 | 12.61 | 105% |
| Returns for 3 years | 49.26 | 40.10 | 123% |
| Returns for 5 years | 48.81 | 25.56 | 191% |
| Returns for 10 years | 60.15 | 50.21 | 120% |
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