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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 152B vs. UGOFX (376M). RWIEX pays higher dividends than UGOFX: RWIEX (1.33) vs UGOFX (0.92). 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 : 23.02 vs. UGOFX (4.69). RWIEX return over 5 years is better than : 35.57 vs. UGOFX (4.69).
| 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 | 16.417 | 13.364 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 376M | 40,426% |
| Annual Yield % from dividends | 1.33 | 0.92 | 144% |
| Returns for 1 year | 23.02 | 4.69 | 491% |
| Returns for 3 years | 55.75 | 36.98 | 151% |
| Returns for 5 years | 35.57 | 4.69 | 758% |
| Returns for 10 years | 100.94 | 60.84 | 166% |
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