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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$67.59
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.31
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
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RWBEX vs UGMVX Comparison Chart
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RWBEX vs. UGMVX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. UGMVX (532M). 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 : 22.32 vs. RWBEX (19.47). RWBEX return over 5 years is better than : 41.78 vs. UGMVX (12.87).
| 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 | 12.085 | 13.604 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.28 | 1.53 | 84% |
| Returns for 1 year | 19.47 | 22.32 | 87% |
| Returns for 3 years | 5.05 | -8.51 | -59% |
| Returns for 5 years | 41.78 | 12.87 | 325% |
| Returns for 10 years | 46.17 | 15.95 | 289% |
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