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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$64.54
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$10.98
Change+$0.06 (+0.55%)
VolumeN/A
CapitalizationN/A
RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Dec 26, 2024
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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 126B vs. UGMVX (482M). RWIHX pays higher dividends than UGMVX: RWIHX (1.86) vs UGMVX (1.53). RWIHX was incepted earlier than UGMVX: RWIHX (9 years) vs UGMVX (11 years). RWIHX (27.00) and UGMVX (26.00) have comparable annual turnover. 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 : 13.75 vs. RWIHX (10.44). RWIHX return over 5 years is better than : 30.91 vs. UGMVX (8.34).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 9.607 | 13.177 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 482M | 26,141% |
| Annual Yield % from dividends | 1.86 | 1.53 | 122% |
| Returns for 1 year | 10.44 | 13.75 | 76% |
| Returns for 3 years | 6.76 | 8.54 | 79% |
| Returns for 5 years | 30.91 | 8.34 | 371% |
| Returns for 10 years | N/A | 31.17 | - |