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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$74.24
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility
Price$12.18
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets464.76M
RWIHX vs UGMVX Comparison Chart in %
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RWIHX vs. UGMVX commentary
Sep 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 141B vs. UGMVX (465M). RWIHX pays higher dividends than UGMVX: RWIHX (1.61) vs UGMVX (1.39). 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). UGMVX is a more actively managed with annual turnover of: 37.00 vs. RWIHX (27.00). 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 : 10.59 vs. UGMVX (9.11). RWIHX return over 5 years is better than : 55.66 vs. UGMVX (28.77).
| 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 | 18.523 | 13.346 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.61 | 1.39 | 116% |
| Returns for 1 year | 10.59 | 9.11 | 116% |
| Returns for 3 years | 69.75 | 56.51 | 123% |
| Returns for 5 years | 55.66 | 28.77 | 193% |
| Returns for 10 years | N/A | 72.43 | - |
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