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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$67.77
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets461.79M
RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Jun 02, 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 Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 129B vs. UGOFX (462M). RWIHX pays higher dividends than UGOFX: RWIHX (1.72) vs UGOFX (1.60). RWIHX was incepted earlier than UGOFX: RWIHX (10 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). 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 : 11.12 vs. RWIHX (6.62). RWIHX return over 5 years is better than : 52.06 vs. UGOFX (28.89).
| RWIHX | UGOFX | RWIHX / UGOFX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 7.269 | 5.717 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 462M | 27,922% |
| Annual Yield % from dividends | 1.72 | 1.60 | 107% |
| Returns for 1 year | 6.62 | 11.12 | 60% |
| Returns for 3 years | 27.99 | 28.18 | 99% |
| Returns for 5 years | 52.06 | 28.89 | 180% |
| Returns for 10 years | N/A | 43.49 | - |
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