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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility Instl
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets466.09M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Oct 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 RWIEX is a Hold and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. UGOFX (466M). UGOFX pays higher dividends than RWIEX: UGOFX (1.48) vs RWIEX (1.38). RWIEX was incepted earlier than UGOFX: RWIEX (23 years) vs UGOFX (17 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 : 10.77 vs. UGOFX (8.70). RWIEX return over 5 years is better than : 50.71 vs. UGOFX (25.84).
| RWIEX | UGOFX | RWIEX / UGOFX | |
| Total Expense Ratio | 0.76 | 0.70 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.79 | 96% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 19.970 | 13.793 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.38 | 1.48 | 93% |
| Returns for 1 year | 10.77 | 8.70 | 124% |
| Returns for 3 years | 66.98 | 54.30 | 123% |
| Returns for 5 years | 50.71 | 25.84 | 196% |
| Returns for 10 years | 77.20 | 64.30 | 120% |
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