Interact to see
Advertisement
Advertisement
RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$71.51
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Victory Global Managed Volatility Instl
Price$12.02
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets474.64M
RWIHX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. UGOFX commentary
Jul 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 135B vs. UGOFX (475M). RWIHX pays higher dividends than UGOFX: RWIHX (1.64) vs UGOFX (1.55). 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). RWIHX annual gain was more profitable for investors over the last year : 9.16 vs. UGOFX (8.38). RWIHX return over 5 years is better than : 50.21 vs. UGOFX (25.43).
| 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 | 13.813 | 8.621 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 475M | 28,421% |
| Annual Yield % from dividends | 1.64 | 1.55 | 106% |
| Returns for 1 year | 9.16 | 8.38 | 109% |
| Returns for 3 years | 53.38 | 41.70 | 128% |
| Returns for 5 years | 50.21 | 25.43 | 197% |
| Returns for 10 years | N/A | 48.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement