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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$74.18
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility Instl
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets464.76M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Sep 26, 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 Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. UGOFX (465M). UGOFX pays higher dividends than RWIEX: UGOFX (1.52) vs RWIEX (1.43). RWIEX was incepted earlier than UGOFX: RWIEX (23 years) vs UGOFX (17 years). UGOFX (0.77) and RWIEX (0.76) have similar cost to investors . UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than UGOFX: RWIEX (250) vs UGOFX (1000000). RWIEX annual gain was more profitable for investors over the last year : 10.36 vs. UGOFX (9.37). RWIEX return over 5 years is better than : 54.45 vs. UGOFX (30.96).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | 0.76 | 0.70 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.77 | 99% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 18.343 | 13.521 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.43 | 1.52 | 94% |
| Returns for 1 year | 10.36 | 9.37 | 111% |
| Returns for 3 years | 68.79 | 57.78 | 119% |
| Returns for 5 years | 54.45 | 30.96 | 176% |
| Returns for 10 years | 89.35 | 76.76 | 116% |
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