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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$71.36
Change-$0.19 (-0.27%)
VolumeN/A
Net Assets135.64B
Victory Global Managed Volatility Instl
Price$12.22
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets478.01M
RWBEX vs UGOFX Comparison Chart in %
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RWBEX vs. UGOFX commentary
Aug 13, 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. UGOFX (478M). UGOFX pays higher dividends than RWBEX: UGOFX (1.56) vs RWBEX (1.06). 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). RWBEX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). RWBEX has a lower initial minimum investment than UGOFX: RWBEX (250) vs UGOFX (1000000). RWBEX annual gain was more profitable for investors over the last year : 14.53 vs. UGOFX (12.16). RWBEX return over 5 years is better than : 44.53 vs. UGOFX (22.68).
| 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 | 14.912 | 9.710 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 478M | 28,452% |
| Annual Yield % from dividends | 1.06 | 1.56 | 68% |
| Returns for 1 year | 14.53 | 12.16 | 119% |
| Returns for 3 years | 39.25 | 31.66 | 124% |
| Returns for 5 years | 44.53 | 22.68 | 196% |
| Returns for 10 years | 60.59 | 53.76 | 113% |
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