Interact to see
Advertisement
Advertisement
RWIBX vs UGMVX
RWIBX vs UGMVX Comparison
Open Charts RWIBX vs UGMVX
RWIBX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. UGMVX commentary
Jul 14, 2026
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 RWIBX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. UGMVX (378M). UGMVX pays higher dividends than RWIBX: UGMVX (0.81) vs RWIBX (0.71). RWIBX was incepted earlier than UGMVX: RWIBX (24 years) vs UGMVX (13 years). RWIBX (1.51) is less costly to investors than UGMVX (1.15). RWIBX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). RWIBX has a lower initial minimum investment than UGMVX: RWIBX (250) vs UGMVX (3000). RWIBX annual gain was more profitable for investors over the last year : 13.15 vs. UGMVX (2.31). RWIBX return over 5 years is better than : 27.05 vs. UGMVX (-0.22).
| RWIBX | UGMVX | RWIBX / UGMVX | |
| Total Expense Ratio | 1.51 | 0.90 | 168% |
| Annual Report Gross Expense Ratio | 1.51 | 1.15 | 131% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 12.774 | 13.902 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 378M | 41,799% |
| Annual Yield % from dividends | 0.71 | 0.81 | 87% |
| Returns for 1 year | 13.15 | 2.31 | 569% |
| Returns for 3 years | 40.71 | 30.49 | 133% |
| Returns for 5 years | 27.05 | -0.22 | -12,445% |
| Returns for 10 years | 85.66 | 53.79 | 159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers