Ad is loading...
Ad is loading...
RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$67.09
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.49
Change-$0.14 (-1.20%)
VolumeN/A
CapitalizationN/A
RWIHX vs UGOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. UGOFX commentary
Nov 18, 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 Sell and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. UGOFX (515M). 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 : 21.09 vs. RWIHX (19.34). RWIHX return over 5 years is better than : 39.56 vs. UGOFX (11.71).
| 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 | 13.299 | 14.328 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 515M | 24,272% |
| Annual Yield % from dividends | 1.86 | 1.66 | 112% |
| Returns for 1 year | 19.34 | 21.09 | 92% |
| Returns for 3 years | 3.63 | -10.48 | -35% |
| Returns for 5 years | 39.56 | 11.71 | 338% |
| Returns for 10 years | N/A | 21.44 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVLIX | 8.73 | N/A | N/A |
| American Century Value I | |||
| SCMIX | 160.01 | -2.05 | -1.26% |
| Columbia Seligman Tech & Info Inst2 | |||
| SEEHX | 29.74 | -0.41 | -1.36% |
| Steward Values Enhanced Lg Cap Index R6 | |||
| TINFX | 26.03 | -0.41 | -1.55% |
| Thornburg International Growth R5 | |||
| PBSIX | 15.20 | -0.29 | -1.87% |
| Polen US Small Company Growth Instl | |||