RWBEX
Price
$72.16
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
UGMVX
Price
$11.91
Change
+$0.02 (+0.17%)
Updated
Jul 25 closing price
Net Assets
480.8M
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RWBEX vs UGMVX

Header iconRWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVXBanner chart's image
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.

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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).
RWBEXUGMVXRWBEX / UGMVX
Total Expense Ratio1.210.90134%
Annual Report Gross Expense Ratio1.211.2498%
Fund Existence11 years12 years-
Gain YTD14.72210.195144%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B481M28,482%
Annual Yield % from dividends1.061.4175%
Returns for 1 year13.2612.61105%
Returns for 3 years49.2640.10123%
Returns for 5 years48.8125.56191%
Returns for 10 years60.1550.21120%
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