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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility
Price$11.86
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets480.71M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Jul 05, 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 Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B 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). UGMVX annual gain was more profitable for investors over the last year : 10.67 vs. RWBEX (8.84). RWBEX return over 5 years is better than : 50.51 vs. UGMVX (28.50).
| 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 | 13.307 | 9.917 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.06 | 1.41 | 75% |
| Returns for 1 year | 8.84 | 10.67 | 83% |
| Returns for 3 years | 48.49 | 41.81 | 116% |
| Returns for 5 years | 50.51 | 28.50 | 177% |
| Returns for 10 years | 59.94 | 50.32 | 119% |
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