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
Aug 03, 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 (372M). 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 : 14.60 vs. UGMVX (2.23). RWIBX return over 5 years is better than : 28.91 vs. UGMVX (-0.40).
| 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 | 13.503 | 13.519 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 372M | 42,473% |
| Annual Yield % from dividends | 0.71 | 0.81 | 88% |
| Returns for 1 year | 14.60 | 2.23 | 656% |
| Returns for 3 years | 40.64 | 29.51 | 138% |
| Returns for 5 years | 28.91 | -0.40 | -7,258% |
| Returns for 10 years | 86.81 | 53.61 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement