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RWIBX vs UGMVX
RWIBX vs UGMVX Comparison
Open Charts RWIBX vs UGMVX
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility
Price$10.76
Change-$1.56 (-12.66%)
VolumeN/A
Net Assets382.08M
RWIBX vs UGMVX Comparison Chart in %
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RWIBX vs. UGMVX commentary
Feb 04, 2026
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 Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. UGMVX (382M). UGMVX pays higher dividends than RWIBX: UGMVX (0.88) vs RWIBX (0.82). RWIBX was incepted earlier than UGMVX: RWIBX (24 years) vs UGMVX (13 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 : 15.23 vs. UGMVX (-1.37). RWIBX return over 5 years is better than : 26.57 vs. UGMVX (1.34).
| 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 | 13 years | - |
| Gain YTD | 4.855 | 3.164 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 382M | 37,173% |
| Annual Yield % from dividends | 0.82 | 0.88 | 94% |
| Returns for 1 year | 15.23 | -1.37 | -1,110% |
| Returns for 3 years | 39.74 | 25.59 | 155% |
| Returns for 5 years | 26.57 | 1.34 | 1,987% |
| Returns for 10 years | 93.35 | 56.65 | 165% |
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