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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$67.71
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
CapitalizationN/A
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RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Sep 21, 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 StrongBuy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. UGOFX (532M). 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 : 27.10 vs. RWIHX (24.96). RWIHX return over 5 years is better than : 46.52 vs. UGOFX (16.50).
| 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 | 14.346 | 15.522 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.86 | 1.66 | 112% |
| Returns for 1 year | 24.96 | 27.10 | 92% |
| Returns for 3 years | 9.49 | -4.85 | -196% |
| Returns for 5 years | 46.52 | 16.50 | 282% |
| Returns for 10 years | N/A | 22.60 | - |
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