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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Global Managed Volatility Instl
Price$12.44
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets402.12M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Nov 20, 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 Hold and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. UGOFX (402M). UGOFX pays higher dividends than RWIEX: UGOFX (1.47) vs RWIEX (1.35). RWIEX was incepted earlier than UGOFX: RWIEX (23 years) vs UGOFX (17 years). UGOFX (0.79) 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 : 12.15 vs. UGOFX (10.22). RWIEX return over 5 years is better than : 41.53 vs. UGOFX (20.97).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | 0.76 | 0.70 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.79 | 96% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 18.853 | 13.612 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 402M | 34,826% |
| Annual Yield % from dividends | 1.35 | 1.47 | 92% |
| Returns for 1 year | 12.15 | 10.22 | 119% |
| Returns for 3 years | 50.64 | 41.72 | 121% |
| Returns for 5 years | 41.53 | 20.97 | 198% |
| Returns for 10 years | 73.90 | 62.40 | 118% |
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