RWIGX
Price
$71.58
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
UGOFX
Price
$12.12
Change
+$0.06 (+0.50%)
Updated
Jul 3 closing price
Net Assets
480.71M
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RWIGX vs UGOFX

Header iconRWIGX vs UGOFX Comparison
Open Charts RWIGX vs UGOFXBanner chart's image
American Funds Capital World Gr&Inc R6
Price$71.58
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility Instl
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets480.71M
RWIGX vs UGOFX Comparison Chart in %
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RWIGX vs. UGOFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 136B vs. UGOFX (481M). RWIGX pays higher dividends than UGOFX: RWIGX (1.77) vs UGOFX (1.55). 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). RWIGX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). RWIGX has a lower initial minimum investment than UGOFX: RWIGX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 10.92 vs. RWIGX (9.74). RWIGX return over 5 years is better than : 54.89 vs. UGOFX (30.51).
RWIGXUGOFXRWIGX / UGOFX
Total Expense Ratio0.410.7059%
Annual Report Gross Expense Ratio0.410.7753%
Fund Existence16 years17 years-
Gain YTD13.7709.982138%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B481M28,274%
Annual Yield % from dividends1.771.55114%
Returns for 1 year9.7410.9289%
Returns for 3 years51.5842.84120%
Returns for 5 years54.8930.51180%
Returns for 10 years64.9953.97120%
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