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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
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 RWIEX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 158B vs. UGMVX (350M). RWIEX pays higher dividends than UGMVX: RWIEX (1.32) vs UGMVX (0.80). 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 : 11.49 vs. UGMVX (-1.29). RWIEX return over 5 years is better than : 32.87 vs. UGMVX (-0.79).
| 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 | 16.003 | 14.573 | 110% |
| 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 | 1.32 | 0.80 | 164% |
| Returns for 1 year | 11.49 | -1.29 | -889% |
| Returns for 3 years | 51.71 | 34.08 | 152% |
| Returns for 5 years | 32.87 | -0.79 | -4,173% |
| Returns for 10 years | 97.41 | 55.91 | 174% |
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