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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$72.52
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.06B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets454.57M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Sep 06, 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: 136B vs. UGMVX (455M). UGMVX pays higher dividends than RWBEX: UGMVX (1.39) vs RWBEX (1.04). 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 . 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 : 11.67 vs. UGMVX (9.40). RWBEX return over 5 years is better than : 44.12 vs. UGMVX (22.94).
| 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 | 15.294 | 10.843 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 455M | 29,890% |
| Annual Yield % from dividends | 1.04 | 1.39 | 75% |
| Returns for 1 year | 11.67 | 9.40 | 124% |
| Returns for 3 years | 51.06 | 43.33 | 118% |
| Returns for 5 years | 44.12 | 22.94 | 192% |
| Returns for 10 years | 75.60 | 65.39 | 116% |
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