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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$64.71
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Victory Global Managed Volatility Instl
Price$11.20
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets483.22M
RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Jan 19, 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 StrongBuy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 127B vs. UGOFX (483M). 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 : 13.04 vs. RWIHX (11.16). RWIHX return over 5 years is better than : 28.50 vs. UGOFX (7.54).
| 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 | 2.066 | 1.089 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 483M | 26,294% |
| Annual Yield % from dividends | 1.86 | 1.66 | 112% |
| Returns for 1 year | 11.16 | 13.04 | 86% |
| Returns for 3 years | 9.05 | 11.26 | 80% |
| Returns for 5 years | 28.50 | 7.54 | 378% |
| Returns for 10 years | N/A | 44.66 | - |
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