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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Nov 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 126B vs. UGMVX (517M). 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 : 20.78 vs. RWIHX (19.06). RWIHX return over 5 years is better than : 41.56 vs. UGMVX (11.58).
| 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 | 14.532 | 15.431 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 517M | 24,371% |
| Annual Yield % from dividends | 1.86 | 1.53 | 122% |
| Returns for 1 year | 19.06 | 20.78 | 92% |
| Returns for 3 years | 6.56 | -9.77 | -67% |
| Returns for 5 years | 41.56 | 11.58 | 359% |
| Returns for 10 years | N/A | 18.65 | - |
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