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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$67.71
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.31
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
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RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Sep 21, 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 RWIHX is a StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. UGMVX (532M). RWIHX pays higher dividends than UGMVX: RWIHX (1.86) vs UGMVX (1.53). RWIHX was incepted earlier than UGMVX: RWIHX (9 years) vs UGMVX (11 years). RWIHX (27.00) and UGMVX (26.00) have comparable annual turnover. 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 : 22.32 vs. RWIHX (20.25). RWIHX return over 5 years is better than : 44.32 vs. UGMVX (12.87).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 12.623 | 13.604 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.86 | 1.53 | 122% |
| Returns for 1 year | 20.25 | 22.32 | 91% |
| Returns for 3 years | 6.45 | -8.51 | -76% |
| Returns for 5 years | 44.32 | 12.87 | 344% |
| Returns for 10 years | N/A | 15.95 | - |
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