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RWIFX vs UGOFX
RWIFX vs UGOFX Comparison
Open Charts RWIFX vs UGOFX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.03
Change-$0.46 (-4.00%)
VolumeN/A
CapitalizationN/A
RWIFX vs UGOFX Comparison Chart
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RWIFX vs. UGOFX commentary
Dec 19, 2024
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 RWIFX is a Buy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. UGOFX (494M). RWIFX pays higher dividends than UGOFX: RWIFX (1.94) vs UGOFX (1.66). RWIFX was incepted earlier than UGOFX: RWIFX (23 years) vs UGOFX (16 years). RWIFX (27.00) and UGOFX (26.00) have comparable annual turnover. RWIFX has a lower initial minimum investment than UGOFX: RWIFX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 16.44 vs. RWIFX (12.33). RWIFX return over 5 years is better than : 33.65 vs. UGOFX (12.10).
| RWIFX | UGOFX | RWIFX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 10.727 | 14.826 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 494M | 24,494% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 12.33 | 16.44 | 75% |
| Returns for 3 years | 10.56 | 12.67 | 83% |
| Returns for 5 years | 33.65 | 12.10 | 278% |
| Returns for 10 years | 49.13 | 37.26 | 132% |