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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$65.33
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets125.9B
Victory Global Managed Volatility
Price$11.04
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets445.25M
RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Mar 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 126B vs. UGMVX (445M). RWIHX pays higher dividends than UGMVX: RWIHX (1.77) vs UGMVX (1.50). 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 : 6.69 vs. RWIHX (3.51). RWIHX return over 5 years is better than : 44.88 vs. UGMVX (18.76).
| 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 | 3.044 | 1.483 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 445M | 28,315% |
| Annual Yield % from dividends | 1.77 | 1.50 | 118% |
| Returns for 1 year | 3.51 | 6.69 | 52% |
| Returns for 3 years | 24.78 | 23.25 | 107% |
| Returns for 5 years | 44.88 | 18.76 | 239% |
| Returns for 10 years | N/A | 40.64 | - |