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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
Victory Global Managed Volatility Instl
Price$10.66
Change+$0.73 (+7.35%)
VolumeN/A
Net Assets394.88M
RWIEX vs UGOFX Comparison Chart
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RWIEX vs. UGOFX commentary
Apr 11, 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: 109B vs. UGOFX (395M). UGOFX (1.69) and RWIEX (1.63) have matching dividends . 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 . 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 : -5.11 vs. RWIEX (-10.88). RWIEX return over 5 years is better than : 37.38 vs. UGOFX (16.85).
| 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 | -10.309 | -9.891 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 395M | 27,595% |
| Annual Yield % from dividends | 1.63 | 1.69 | 97% |
| Returns for 1 year | -10.88 | -5.11 | 213% |
| Returns for 3 years | 1.43 | 3.16 | 45% |
| Returns for 5 years | 37.38 | 16.85 | 222% |
| Returns for 10 years | 23.61 | 22.31 | 106% |
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