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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility Instl
Price$11.05
Change-$1.55 (-12.30%)
VolumeN/A
Net Assets377.47M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX 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 RWIEX is a Buy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. UGOFX (377M). RWIEX pays higher dividends than UGOFX: RWIEX (1.44) vs UGOFX (0.99). RWIEX was incepted earlier than UGOFX: RWIEX (24 years) vs UGOFX (18 years). UGOFX (0.79) and RWIEX (0.76) have similar cost to investors . UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than UGOFX: RWIEX (250) vs UGOFX (1000000). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. UGOFX (-0.74). RWIEX return over 5 years is better than : 30.74 vs. UGOFX (3.41).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | 0.76 | 0.70 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.79 | 96% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.940 | 3.271 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.44 | 0.99 | 145% |
| Returns for 1 year | 16.23 | -0.74 | -2,202% |
| Returns for 3 years | 43.21 | 27.11 | 159% |
| Returns for 5 years | 30.74 | 3.41 | 901% |
| Returns for 10 years | 100.15 | 61.28 | 163% |
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