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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility
Price$12.18
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets464.76M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Sep 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. UGMVX (465M). 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 : 9.85 vs. UGMVX (9.11). RWBEX return over 5 years is better than : 51.86 vs. UGMVX (28.77).
| 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 | 17.951 | 13.346 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.04 | 1.39 | 75% |
| Returns for 1 year | 9.85 | 9.11 | 108% |
| Returns for 3 years | 66.67 | 56.51 | 118% |
| Returns for 5 years | 51.86 | 28.77 | 180% |
| Returns for 10 years | 85.85 | 72.43 | 119% |
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