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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$56.69
Change-$0.44 (-0.77%)
VolumeN/A
Net Assets110.35B
Victory Global Managed Volatility
Price$9.72
Change-$0.12 (-1.22%)
VolumeN/A
Net Assets400M
RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Apr 09, 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 110B vs. UGMVX (400M). RWIHX pays higher dividends than UGMVX: RWIHX (1.84) vs UGMVX (1.54). RWIHX was incepted earlier than UGMVX: RWIHX (9 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than RWIHX (0.56). 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 : -3.94 vs. RWIHX (-9.76). RWIHX return over 5 years is better than : 41.30 vs. UGMVX (16.40).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 1.24 | 45% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | -9.573 | -8.804 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 400M | 27,500% |
| Annual Yield % from dividends | 1.84 | 1.54 | 119% |
| Returns for 1 year | -9.76 | -3.94 | 248% |
| Returns for 3 years | 2.66 | 3.68 | 72% |
| Returns for 5 years | 41.30 | 16.40 | 252% |
| Returns for 10 years | N/A | 20.87 | - |
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