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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$71.84
Change-$0.56 (-0.77%)
VolumeN/A
Net Assets136.85B
Victory Global Managed Volatility Instl
Price$12.17
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets455.48M
RWBEX vs UGOFX Comparison Chart in %
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RWBEX vs. UGOFX commentary
Sep 03, 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: 137B vs. UGOFX (455M). UGOFX pays higher dividends than RWBEX: UGOFX (1.52) vs RWBEX (1.04). 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). 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). UGOFX (7.83) and RWBEX (7.71) have marching annual gain over last year. RWBEX return over 5 years is better than : 41.80 vs. UGOFX (24.64).
| 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 | 14.213 | 11.252 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 455M | 30,110% |
| Annual Yield % from dividends | 1.04 | 1.52 | 68% |
| Returns for 1 year | 7.71 | 7.83 | 98% |
| Returns for 3 years | 49.65 | 44.65 | 111% |
| Returns for 5 years | 41.80 | 24.64 | 170% |
| Returns for 10 years | 73.96 | 69.95 | 106% |
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