Interact to see
Advertisement
Advertisement
RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
RWIEX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. UGOFX commentary
Jun 25, 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 Hold and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 160B vs. UGOFX (372M). 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 : 16.53 vs. UGOFX (2.35). RWIEX return over 5 years is better than : 30.96 vs. UGOFX (1.79).
| 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 | 12.795 | 12.150 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 372M | 43,011% |
| Annual Yield % from dividends | 1.33 | 0.92 | 144% |
| Returns for 1 year | 16.53 | 2.35 | 704% |
| Returns for 3 years | 49.51 | 33.93 | 146% |
| Returns for 5 years | 30.96 | 1.79 | 1,729% |
| Returns for 10 years | 104.64 | 64.89 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement