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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$71.50
Change-$0.19 (-0.27%)
VolumeN/A
Net Assets135.64B
Victory Global Managed Volatility Instl
Price$12.22
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets478.01M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Aug 13, 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: 136B vs. UGOFX (478M). UGOFX pays higher dividends than RWIEX: UGOFX (1.56) vs RWIEX (1.46). 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 is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). 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 : 15.06 vs. UGOFX (12.16). RWIEX return over 5 years is better than : 46.84 vs. UGOFX (22.68).
| 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 | 15.236 | 9.710 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 478M | 28,452% |
| Annual Yield % from dividends | 1.46 | 1.56 | 94% |
| Returns for 1 year | 15.06 | 12.16 | 124% |
| Returns for 3 years | 40.86 | 31.66 | 129% |
| Returns for 5 years | 46.84 | 22.68 | 207% |
| Returns for 10 years | 63.55 | 53.76 | 118% |
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