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RWIGX vs UGOFX
RWIGX vs UGOFX Comparison
Open Charts RWIGX vs UGOFX
American Funds Capital World Gr&Inc R6
Price$73.28
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets457.39M
RWIGX vs UGOFX Comparison Chart in %
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RWIGX vs. UGOFX commentary
Sep 08, 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 RWIGX is a Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 138B vs. UGOFX (457M). RWIGX pays higher dividends than UGOFX: RWIGX (1.73) vs UGOFX (1.52). RWIGX was incepted earlier than UGOFX: RWIGX (16 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than RWIGX (0.41). UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWIGX (27.00). RWIGX has a lower initial minimum investment than UGOFX: RWIGX (250) vs UGOFX (1000000). RWIGX annual gain was more profitable for investors over the last year : 13.57 vs. UGOFX (10.96). RWIGX return over 5 years is better than : 48.99 vs. UGOFX (25.73).
| RWIGX | UGOFX | RWIGX / UGOFX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.41 | 0.77 | 53% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 16.472 | 11.706 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.73 | 1.52 | 114% |
| Returns for 1 year | 13.57 | 10.96 | 124% |
| Returns for 3 years | 55.49 | 46.05 | 120% |
| Returns for 5 years | 48.99 | 25.73 | 190% |
| Returns for 10 years | 77.91 | 66.50 | 117% |
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