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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$74.35
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Global Managed Volatility Instl
Price$12.44
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets402.12M
RWBEX vs UGOFX Comparison Chart in %
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RWBEX vs. UGOFX commentary
Nov 20, 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 Hold and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. UGOFX (402M). UGOFX pays higher dividends than RWBEX: UGOFX (1.47) vs RWBEX (0.98). RWBEX was incepted earlier than UGOFX: RWBEX (11 years) vs UGOFX (17 years). RWBEX (1.21) is less costly to investors than UGOFX (0.79). 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 annual gain was more profitable for investors over the last year : 11.64 vs. UGOFX (10.22). RWBEX return over 5 years is better than : 39.12 vs. UGOFX (20.97).
| RWBEX | UGOFX | RWBEX / UGOFX | |
| Total Expense Ratio | 1.21 | 0.70 | 173% |
| Annual Report Gross Expense Ratio | 1.21 | 0.79 | 153% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 18.381 | 13.612 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 402M | 34,826% |
| Annual Yield % from dividends | 0.98 | 1.47 | 66% |
| Returns for 1 year | 11.64 | 10.22 | 114% |
| Returns for 3 years | 48.75 | 41.72 | 117% |
| Returns for 5 years | 39.12 | 20.97 | 187% |
| Returns for 10 years | 70.66 | 62.40 | 113% |
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