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RWBEX vs UGMVX
RWBEX vs UGMVX Comparison
Open Charts RWBEX vs UGMVX
American Funds Capital World Gr&Inc R2E
Price$75.07
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility
Price$12.26
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets466.09M
RWBEX vs UGMVX Comparison Chart in %
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RWBEX vs. UGMVX commentary
Oct 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 RWBEX is a Hold and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. UGMVX (466M). UGMVX pays higher dividends than RWBEX: UGMVX (1.35) vs RWBEX (1.00). RWBEX was incepted earlier than UGMVX: RWBEX (11 years) vs UGMVX (12 years). RWBEX (1.21) is less costly to investors than UGMVX (1.15). UGMVX is a more actively managed with annual turnover of: 37.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than UGMVX: RWBEX (250) vs UGMVX (3000). RWBEX annual gain was more profitable for investors over the last year : 10.27 vs. UGMVX (8.43). RWBEX return over 5 years is better than : 48.15 vs. UGMVX (23.79).
| RWBEX | UGMVX | RWBEX / UGMVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 1.15 | 105% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 19.528 | 13.624 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.00 | 1.35 | 74% |
| Returns for 1 year | 10.27 | 8.43 | 122% |
| Returns for 3 years | 64.89 | 53.18 | 122% |
| Returns for 5 years | 48.15 | 23.79 | 202% |
| Returns for 10 years | 73.88 | 60.32 | 122% |
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