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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$60.59
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets110.35B
Victory Global Managed Volatility Instl
Price$10.66
Change+$0.73 (+7.35%)
VolumeN/A
Net Assets394.88M
RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Apr 11, 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: 110B vs. UGOFX (395M). RWIHX pays higher dividends than UGOFX: RWIHX (1.84) vs UGOFX (1.69). RWIHX was incepted earlier than UGOFX: RWIHX (9 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than RWIHX (0.56). 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 : -5.11 vs. RWIHX (-10.70). RWIHX return over 5 years is better than : 38.29 vs. UGOFX (16.85).
| RWIHX | UGOFX | RWIHX / UGOFX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -10.269 | -9.891 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 395M | 27,848% |
| Annual Yield % from dividends | 1.84 | 1.69 | 109% |
| Returns for 1 year | -10.70 | -5.11 | 209% |
| Returns for 3 years | 1.87 | 3.16 | 59% |
| Returns for 5 years | 38.29 | 16.85 | 227% |
| Returns for 10 years | N/A | 22.31 | - |
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