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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Victory Global Managed Volatility Instl
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets488.25M
RWIEX vs UGOFX Comparison Chart
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RWIEX vs. UGOFX commentary
Jan 31, 2025
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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. UGOFX (488M). RWIEX (1.68) and UGOFX (1.66) have matching dividends . RWIEX was incepted earlier than UGOFX: RWIEX (23 years) vs UGOFX (17 years). RWIEX (27.00) and UGOFX (26.00) have comparable annual turnover. RWIEX has a lower initial minimum investment than UGOFX: RWIEX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 13.73 vs. RWIEX (11.54). RWIEX return over 5 years is better than : 36.03 vs. UGOFX (13.60).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.388 | 2.722 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 488M | 26,230% |
| Annual Yield % from dividends | 1.68 | 1.66 | 101% |
| Returns for 1 year | 11.54 | 13.73 | 84% |
| Returns for 3 years | 13.31 | 14.35 | 93% |
| Returns for 5 years | 36.03 | 13.60 | 265% |
| Returns for 10 years | 50.04 | 46.19 | 108% |
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