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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$61.84
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
Victory Global Managed Volatility Instl
Price$10.82
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets426.84M
RWBEX vs UGOFX Comparison Chart
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RWBEX vs. UGOFX commentary
Apr 25, 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: 118B vs. UGOFX (427M). UGOFX pays higher dividends than RWBEX: UGOFX (1.69) vs RWBEX (1.19). 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 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 : 5.00 vs. RWBEX (-1.91). RWBEX return over 5 years is better than : 44.56 vs. UGOFX (26.26).
| 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 | -3.373 | -2.632 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 427M | 27,635% |
| Annual Yield % from dividends | 1.19 | 1.69 | 71% |
| Returns for 1 year | -1.91 | 5.00 | -38% |
| Returns for 3 years | 13.62 | 16.25 | 84% |
| Returns for 5 years | 44.56 | 26.26 | 170% |
| Returns for 10 years | 29.64 | 30.51 | 97% |
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