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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility
Price$11.86
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets478.1M
RWIHX vs UGMVX Comparison Chart in %
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RWIHX vs. UGMVX commentary
Jul 05, 2025
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 RWIHX is a Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. UGMVX (478M). RWIHX pays higher dividends than UGMVX: RWIHX (1.64) vs UGMVX (1.41). RWIHX was incepted earlier than UGMVX: RWIHX (10 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). RWIHX has a lower initial minimum investment than UGMVX: RWIHX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 10.11 vs. RWIHX (9.57). RWIHX return over 5 years is better than : 54.03 vs. UGMVX (27.85).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 1.24 | 45% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 13.685 | 9.361 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 478M | 28,452% |
| Annual Yield % from dividends | 1.64 | 1.41 | 116% |
| Returns for 1 year | 9.57 | 10.11 | 95% |
| Returns for 3 years | 50.99 | 41.09 | 124% |
| Returns for 5 years | 54.03 | 27.85 | 194% |
| Returns for 10 years | N/A | 49.56 | - |
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