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RWIHX vs UGMVX
RWIHX vs UGMVX Comparison
Open Charts RWIHX vs UGMVX
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
RWIHX vs UGMVX Comparison Chart
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RWIHX vs. UGMVX commentary
Jun 16, 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 RWIHX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. UGMVX (466M). RWIHX pays higher dividends than UGMVX: RWIHX (1.72) vs UGMVX (1.46). RWIHX was incepted earlier than UGMVX: RWIHX (10 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). RWIHX has a lower initial minimum investment than UGMVX: RWIHX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 9.02 vs. RWIHX (6.53). RWIHX return over 5 years is better than : 52.74 vs. UGMVX (27.28).
| RWIHX | UGMVX | RWIHX / UGMVX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 1.24 | 45% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 9.118 | 6.580 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.72 | 1.46 | 118% |
| Returns for 1 year | 6.53 | 9.02 | 72% |
| Returns for 3 years | 44.72 | 40.69 | 110% |
| Returns for 5 years | 52.74 | 27.28 | 193% |
| Returns for 10 years | N/A | 43.09 | - |
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