Interact to see
Advertisement
Advertisement
RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$71.34
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Victory Global Managed Volatility Instl
Price$12.02
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets474.64M
RWBEX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. UGOFX commentary
Jul 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 135B vs. UGOFX (475M). UGOFX pays higher dividends than RWBEX: UGOFX (1.55) 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 (8.44) and UGOFX (8.38) have marching annual gain over last year. RWBEX return over 5 years is better than : 46.80 vs. UGOFX (25.43).
| 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 | 13.418 | 8.621 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 475M | 28,421% |
| Annual Yield % from dividends | 1.06 | 1.55 | 69% |
| Returns for 1 year | 8.44 | 8.38 | 101% |
| Returns for 3 years | 50.86 | 41.70 | 122% |
| Returns for 5 years | 46.80 | 25.43 | 184% |
| Returns for 10 years | 55.56 | 48.53 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement