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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
Sep 12, 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 (350M). UGMVX pays higher dividends than RWIBX: UGMVX (0.80) vs RWIBX (0.70). 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 : 10.55 vs. UGMVX (-1.29). RWIBX return over 5 years is better than : 28.63 vs. UGMVX (-0.79).
| 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 | 15.403 | 14.573 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 350M | 45,143% |
| Annual Yield % from dividends | 0.70 | 0.80 | 87% |
| Returns for 1 year | 10.55 | -1.29 | -816% |
| Returns for 3 years | 48.09 | 34.08 | 141% |
| Returns for 5 years | 28.63 | -0.79 | -3,636% |
| Returns for 10 years | 90.07 | 55.91 | 161% |
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