RWIHX
Price
$72.34
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.3B
UGMVX
Price
$11.91
Change
+$0.02 (+0.17%)
Updated
Jul 25 closing price
Net Assets
480.8M
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RWIHX vs UGMVX

Header iconRWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Victory Global Managed Volatility
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets480.8M
RWIHX vs UGMVX Comparison Chart in %
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RWIHX vs. UGMVX commentary
Jul 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 StrongBuy and UGMVX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. UGMVX (481M). RWIHX pays higher dividends than UGMVX: RWIHX (1.64) vs UGMVX (1.41). 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). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 14.00 vs. UGMVX (12.61). RWIHX return over 5 years is better than : 52.28 vs. UGMVX (25.56).
RWIHXUGMVXRWIHX / UGMVX
Total Expense Ratio0.560.9062%
Annual Report Gross Expense Ratio0.561.2445%
Fund Existence10 years12 years-
Gain YTD15.13410.195148%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B481M28,482%
Annual Yield % from dividends1.641.41116%
Returns for 1 year14.0012.61111%
Returns for 3 years51.7540.10129%
Returns for 5 years52.2825.56205%
Returns for 10 yearsN/A50.21-
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