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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.49
Change-$0.14 (-1.20%)
VolumeN/A
CapitalizationN/A
RWBEX vs UGOFX Comparison Chart
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RWBEX vs. UGOFX commentary
Nov 18, 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 Sell and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. UGOFX (515M). UGOFX pays higher dividends than RWBEX: UGOFX (1.66) vs RWBEX (1.28). RWBEX was incepted earlier than UGOFX: RWBEX (10 years) vs UGOFX (16 years). RWBEX (27.00) and UGOFX (26.00) have comparable annual turnover. RWBEX has a lower initial minimum investment than UGOFX: RWBEX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 21.09 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. UGOFX (11.71).
| RWBEX | UGOFX | RWBEX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 12.641 | 14.328 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 515M | 24,272% |
| Annual Yield % from dividends | 1.28 | 1.66 | 77% |
| Returns for 1 year | 18.55 | 21.09 | 88% |
| Returns for 3 years | 2.29 | -10.48 | -22% |
| Returns for 5 years | 37.10 | 11.71 | 317% |
| Returns for 10 years | 47.08 | 21.44 | 220% |
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