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RWIEX vs UGMVX
RWIEX vs UGMVX Comparison
Open Charts RWIEX vs UGMVX
RWIEX vs UGMVX Comparison Chart in %
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RWIEX 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 RWIEX is a StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 156B vs. UGMVX (357M). RWIEX pays higher dividends than UGMVX: RWIEX (1.34) vs UGMVX (0.81). RWIEX was incepted earlier than UGMVX: RWIEX (24 years) vs UGMVX (13 years). UGMVX (1.15) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). RWIEX has a lower initial minimum investment than UGMVX: RWIEX (250) vs UGMVX (3000). RWIEX annual gain was more profitable for investors over the last year : 17.19 vs. UGMVX (2.88). RWIEX return over 5 years is better than : 37.10 vs. UGMVX (1.57).
| RWIEX | UGMVX | RWIEX / UGMVX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.15 | 66% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 17.020 | 16.299 | 104% |
| 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 | 1.34 | 0.81 | 165% |
| Returns for 1 year | 17.19 | 2.88 | 596% |
| Returns for 3 years | 54.81 | 38.03 | 144% |
| Returns for 5 years | 37.10 | 1.57 | 2,369% |
| Returns for 10 years | 94.80 | 54.26 | 175% |