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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$71.99
Change-$0.56 (-0.77%)
VolumeN/A
Net Assets136.85B
Victory Global Managed Volatility Instl
Price$12.17
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets455.48M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Sep 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. UGOFX (455M). 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 (8.20) and UGOFX (7.83) have marching annual gain over last year. RWIEX return over 5 years is better than : 44.07 vs. UGOFX (24.64).
| 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 | 14.551 | 11.252 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 455M | 30,110% |
| Annual Yield % from dividends | 1.43 | 1.52 | 94% |
| Returns for 1 year | 8.20 | 7.83 | 105% |
| Returns for 3 years | 51.35 | 44.65 | 115% |
| Returns for 5 years | 44.07 | 24.64 | 179% |
| Returns for 10 years | 77.08 | 69.95 | 110% |
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