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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility Instl
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets464.76M
RWBEX vs UGOFX Comparison Chart in %
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RWBEX vs. UGOFX commentary
Sep 26, 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. UGOFX (465M). UGOFX pays higher dividends than RWBEX: UGOFX (1.52) vs RWBEX (1.04). RWBEX was incepted earlier than UGOFX: RWBEX (11 years) vs UGOFX (17 years). RWBEX (1.21) is less costly to investors than UGOFX (0.77). UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than UGOFX: RWBEX (250) vs UGOFX (1000000). RWBEX (9.85) and UGOFX (9.37) have marching annual gain over last year. RWBEX return over 5 years is better than : 51.86 vs. UGOFX (30.96).
| RWBEX | UGOFX | RWBEX / UGOFX | |
| Total Expense Ratio | 1.21 | 0.70 | 173% |
| Annual Report Gross Expense Ratio | 1.21 | 0.77 | 157% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 17.951 | 13.521 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.04 | 1.52 | 68% |
| Returns for 1 year | 9.85 | 9.37 | 105% |
| Returns for 3 years | 66.67 | 57.78 | 115% |
| Returns for 5 years | 51.86 | 30.96 | 168% |
| Returns for 10 years | 85.85 | 76.76 | 112% |
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