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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
Jun 24, 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 160B vs. UGMVX (379M). UGMVX pays higher dividends than RWIBX: UGMVX (0.82) vs RWIBX (0.74). 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 : 17.83 vs. UGMVX (5.27). RWIBX return over 5 years is better than : 27.84 vs. UGMVX (2.49).
| 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 | 13.017 | 13.806 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 379M | 42,216% |
| Annual Yield % from dividends | 0.74 | 0.82 | 90% |
| Returns for 1 year | 17.83 | 5.27 | 338% |
| Returns for 3 years | 46.73 | 34.63 | 135% |
| Returns for 5 years | 27.84 | 2.49 | 1,118% |
| Returns for 10 years | 98.11 | 62.58 | 157% |
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