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RWIGX vs UGOFX
RWIGX vs UGOFX Comparison
Open Charts RWIGX vs UGOFX
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.
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).
| 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 | 13.770 | 9.982 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.77 | 1.55 | 114% |
| Returns for 1 year | 9.74 | 10.92 | 89% |
| Returns for 3 years | 51.58 | 42.84 | 120% |
| Returns for 5 years | 54.89 | 30.51 | 180% |
| Returns for 10 years | 64.99 | 53.97 | 120% |
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