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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$74.64
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Global Managed Volatility
Price$12.18
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets396.78M
RWIHX vs UGMVX Comparison Chart in %
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RWIHX vs. UGMVX commentary
Nov 20, 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: 139B vs. UGMVX (397M). RWIHX pays higher dividends than UGMVX: RWIHX (1.52) vs UGMVX (1.34). RWIHX was incepted earlier than UGMVX: RWIHX (10 years) vs UGMVX (12 years). UGMVX (1.15) 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 : 12.42 vs. UGMVX (9.06). RWIHX return over 5 years is better than : 42.89 vs. UGMVX (18.68).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 1.15 | 49% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 19.161 | 12.697 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 397M | 35,013% |
| Annual Yield % from dividends | 1.52 | 1.34 | 113% |
| Returns for 1 year | 12.42 | 9.06 | 137% |
| Returns for 3 years | 51.61 | 39.70 | 130% |
| Returns for 5 years | 42.89 | 18.68 | 230% |
| Returns for 10 years | 75.16 | 57.41 | 131% |
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