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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Sep 11, 2026
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: 158B vs. UGOFX (356M). RWIEX pays higher dividends than UGOFX: RWIEX (1.32) vs UGOFX (0.90). RWIEX was incepted earlier than UGOFX: RWIEX (24 years) vs UGOFX (18 years). UGOFX (0.79) and RWIEX (0.76) have similar cost to investors . RWIEX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). 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 : 14.54 vs. UGOFX (1.98). RWIEX return over 5 years is better than : 34.00 vs. UGOFX (2.81).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | 0.76 | 0.70 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.79 | 96% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 16.992 | 16.542 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 356M | 44,382% |
| Annual Yield % from dividends | 1.32 | 0.90 | 145% |
| Returns for 1 year | 14.54 | 1.98 | 736% |
| Returns for 3 years | 53.27 | 37.71 | 141% |
| Returns for 5 years | 34.00 | 2.81 | 1,210% |
| Returns for 10 years | 97.64 | 61.70 | 158% |
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