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RWIBX vs UGMVX
RWIBX vs UGMVX Comparison
Open Charts RWIBX vs UGMVX
American Funds Capital World Gr&Inc R2
Price$70.71
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets394.17M
RWIBX vs UGMVX Comparison Chart in %
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RWIBX vs. UGMVX commentary
Dec 28, 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 RWIBX is a Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. UGMVX (394M). UGMVX pays higher dividends than RWIBX: UGMVX (1.33) vs RWIBX (0.74). RWIBX was incepted earlier than UGMVX: RWIBX (24 years) vs UGMVX (12 years). RWIBX (1.51) is less costly to investors than UGMVX (1.15). UGMVX is a more actively managed with annual turnover of: 37.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than UGMVX: RWIBX (250) vs UGMVX (3000). RWIBX annual gain was more profitable for investors over the last year : 11.60 vs. UGMVX (-4.10). RWIBX return over 5 years is better than : 27.22 vs. UGMVX (1.64).
| RWIBX | UGMVX | RWIBX / UGMVX | |
| Total Expense Ratio | 1.51 | 0.90 | 168% |
| Annual Report Gross Expense Ratio | 1.51 | 1.15 | 131% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.653 | -2.410 | -567% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 0.74 | 1.33 | 55% |
| Returns for 1 year | 11.60 | -4.10 | -283% |
| Returns for 3 years | 42.89 | 29.38 | 146% |
| Returns for 5 years | 27.22 | 1.64 | 1,663% |
| Returns for 10 years | 68.03 | 37.91 | 179% |
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