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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Victory Global Managed Volatility
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets480.8M
RWIHX vs UGMVX Comparison Chart in %
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RWIHX vs. UGMVX commentary
Jul 27, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. UGMVX (481M). 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). RWIHX annual gain was more profitable for investors over the last year : 14.00 vs. UGMVX (12.61). RWIHX return over 5 years is better than : 52.28 vs. UGMVX (25.56).
| 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 | 15.134 | 10.195 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.64 | 1.41 | 116% |
| Returns for 1 year | 14.00 | 12.61 | 111% |
| Returns for 3 years | 51.75 | 40.10 | 129% |
| Returns for 5 years | 52.28 | 25.56 | 205% |
| Returns for 10 years | N/A | 50.21 | - |
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