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RWIEX vs UGOFX
RWIEX vs UGOFX Comparison
Open Charts RWIEX vs UGOFX
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets394.17M
RWIEX vs UGOFX Comparison Chart in %
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RWIEX vs. UGOFX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. UGOFX (394M). UGOFX pays higher dividends than RWIEX: UGOFX (1.46) vs RWIEX (1.34). RWIEX was incepted earlier than UGOFX: RWIEX (24 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 : 12.38 vs. UGOFX (-3.57). RWIEX return over 5 years is better than : 31.21 vs. UGOFX (3.58).
| 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 | 17 years | - |
| Gain YTD | 14.434 | -1.906 | -757% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.34 | 1.46 | 92% |
| Returns for 1 year | 12.38 | -3.57 | -347% |
| Returns for 3 years | 46.17 | 30.72 | 150% |
| Returns for 5 years | 31.21 | 3.58 | 871% |
| Returns for 10 years | 73.56 | 41.90 | 176% |
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