Interact to see
Advertisement
Advertisement
RWIFX vs UGOFX
RWIFX vs UGOFX Comparison
Open Charts RWIFX vs UGOFX
RWIFX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX 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 RWIFX is a Buy and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 152B vs. UGOFX (376M). 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 : 23.42 vs. UGOFX (4.69). RWIFX return over 5 years is better than : 37.28 vs. UGOFX (4.69).
| 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 | 16.560 | 13.364 | 124% |
| 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 | 1.57 | 0.92 | 170% |
| Returns for 1 year | 23.42 | 4.69 | 499% |
| Returns for 3 years | 57.21 | 36.98 | 155% |
| Returns for 5 years | 37.28 | 4.69 | 795% |
| Returns for 10 years | 103.76 | 60.84 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers