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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$63.50
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.03
Change-$0.46 (-4.00%)
VolumeN/A
CapitalizationN/A
RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Dec 19, 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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 121B vs. UGOFX (494M). RWIHX pays higher dividends than UGOFX: RWIHX (1.86) vs UGOFX (1.66). RWIHX was incepted earlier than UGOFX: RWIHX (9 years) vs UGOFX (16 years). RWIHX (27.00) and UGOFX (26.00) have comparable annual turnover. RWIHX has a lower initial minimum investment than UGOFX: RWIHX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 16.44 vs. RWIHX (12.23). RWIHX return over 5 years is better than : 33.22 vs. UGOFX (12.10).
| RWIHX | UGOFX | RWIHX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 10.623 | 14.826 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 494M | 24,494% |
| Annual Yield % from dividends | 1.86 | 1.66 | 112% |
| Returns for 1 year | 12.23 | 16.44 | 74% |
| Returns for 3 years | 10.32 | 12.67 | 81% |
| Returns for 5 years | 33.22 | 12.10 | 275% |
| Returns for 10 years | N/A | 37.26 | - |
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