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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.03
Change-$0.46 (-4.00%)
VolumeN/A
CapitalizationN/A
RWIEX vs UGOFX Comparison Chart
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RWIEX vs. UGOFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. UGOFX (494M). RWIEX (1.68) and UGOFX (1.66) have matching dividends . RWIEX was incepted earlier than UGOFX: RWIEX (22 years) vs UGOFX (16 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 : 16.44 vs. RWIEX (12.05). RWIEX return over 5 years is better than : 32.50 vs. UGOFX (12.10).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 10.464 | 14.826 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 494M | 24,494% |
| Annual Yield % from dividends | 1.68 | 1.66 | 101% |
| Returns for 1 year | 12.05 | 16.44 | 73% |
| Returns for 3 years | 9.96 | 12.67 | 79% |
| Returns for 5 years | 32.50 | 12.10 | 269% |
| Returns for 10 years | 47.77 | 37.26 | 128% |
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