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RWIFX vs UGOFX
RWIFX vs UGOFX Comparison
Open Charts RWIFX vs UGOFX
RWIFX vs UGOFX Comparison Chart in %
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RWIFX 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 RWIFX is a Hold and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. UGOFX (372M). RWIFX pays higher dividends than UGOFX: RWIFX (1.57) vs UGOFX (0.92). RWIFX was incepted earlier than UGOFX: RWIFX (24 years) vs UGOFX (18 years). UGOFX (0.79) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). RWIFX has a lower initial minimum investment than UGOFX: RWIFX (250) vs UGOFX (1000000). RWIFX annual gain was more profitable for investors over the last year : 16.93 vs. UGOFX (2.35). RWIFX return over 5 years is better than : 32.64 vs. UGOFX (1.79).
| RWIFX | UGOFX | RWIFX / UGOFX | |
| Total Expense Ratio | 0.46 | 0.70 | 66% |
| Annual Report Gross Expense Ratio | 0.46 | 0.79 | 58% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.974 | 12.150 | 107% |
| 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 | 1.57 | 0.92 | 170% |
| Returns for 1 year | 16.93 | 2.35 | 721% |
| Returns for 3 years | 50.97 | 33.93 | 150% |
| Returns for 5 years | 32.64 | 1.79 | 1,823% |
| Returns for 10 years | 107.66 | 64.89 | 166% |
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