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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$67.59
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
CapitalizationN/A
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RWBEX vs UGOFX Comparison Chart
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RWBEX vs. UGOFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. UGOFX (532M). UGOFX pays higher dividends than RWBEX: UGOFX (1.66) vs RWBEX (1.28). RWBEX was incepted earlier than UGOFX: RWBEX (10 years) vs UGOFX (16 years). RWBEX (27.00) and UGOFX (26.00) have comparable annual turnover. 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 : 27.10 vs. RWBEX (24.14). RWBEX return over 5 years is better than : 43.95 vs. UGOFX (16.50).
| RWBEX | UGOFX | RWBEX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 13.803 | 15.522 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.28 | 1.66 | 77% |
| Returns for 1 year | 24.14 | 27.10 | 89% |
| Returns for 3 years | 8.07 | -4.85 | -167% |
| Returns for 5 years | 43.95 | 16.50 | 266% |
| Returns for 10 years | 50.51 | 22.60 | 224% |
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