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RWIBX vs UGMVX
RWIBX vs UGMVX Comparison
Open Charts RWIBX vs UGMVX
RWIBX vs UGMVX Comparison Chart in %
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RWIBX vs. UGMVX commentary
Aug 23, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. UGMVX (357M). 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 : 16.18 vs. UGMVX (2.88). RWIBX return over 5 years is better than : 32.74 vs. UGMVX (1.57).
| 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 | 16.460 | 16.299 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 357M | 43,697% |
| Annual Yield % from dividends | 0.71 | 0.81 | 88% |
| Returns for 1 year | 16.18 | 2.88 | 561% |
| Returns for 3 years | 51.06 | 38.03 | 134% |
| Returns for 5 years | 32.74 | 1.57 | 2,090% |
| Returns for 10 years | 87.54 | 54.26 | 161% |
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