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RWBEX vs UGOFX
RWBEX vs UGOFX Comparison
Open Charts RWBEX vs UGOFX
American Funds Capital World Gr&Inc R2E
Price$68.72
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets131.3B
Victory Global Managed Volatility Instl
Price$11.84
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets469.58M
RWBEX vs UGOFX Comparison Chart
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RWBEX vs. UGOFX commentary
Jun 08, 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: 131B vs. UGOFX (470M). UGOFX pays higher dividends than RWBEX: UGOFX (1.60) vs RWBEX (1.11). 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). UGOFX annual gain was more profitable for investors over the last year : 10.65 vs. RWBEX (5.87). RWBEX return over 5 years is better than : 43.71 vs. UGOFX (24.79).
| 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 | 8.820 | 7.441 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 470M | 27,872% |
| Annual Yield % from dividends | 1.11 | 1.60 | 70% |
| Returns for 1 year | 5.87 | 10.65 | 55% |
| Returns for 3 years | 27.71 | 30.00 | 92% |
| Returns for 5 years | 43.71 | 24.79 | 176% |
| Returns for 10 years | 50.51 | 48.80 | 103% |
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