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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
Jul 24, 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: 158B vs. UGOFX (378M). RWIFX pays higher dividends than UGOFX: RWIFX (1.58) 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 : 12.68 vs. UGOFX (1.32). RWIFX return over 5 years is better than : 33.02 vs. UGOFX (1.35).
| 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 | 13.439 | 13.925 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 378M | 41,799% |
| Annual Yield % from dividends | 1.58 | 0.92 | 173% |
| Returns for 1 year | 12.68 | 1.32 | 959% |
| Returns for 3 years | 45.51 | 31.29 | 145% |
| Returns for 5 years | 33.02 | 1.35 | 2,452% |
| Returns for 10 years | 96.00 | 58.24 | 165% |
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