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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$71.43
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
RWIHX vs UGOFX Comparison Chart in %
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RWIHX 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 RWIHX is a Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. UGOFX (481M). RWIHX pays higher dividends than UGOFX: RWIHX (1.64) vs UGOFX (1.55). RWIHX was incepted earlier than UGOFX: RWIHX (10 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). RWIHX has a lower initial minimum investment than UGOFX: RWIHX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 10.92 vs. RWIHX (9.57). RWIHX return over 5 years is better than : 54.03 vs. UGOFX (30.51).
| RWIHX | UGOFX | RWIHX / UGOFX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 13.685 | 9.982 | 137% |
| 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 | 1.64 | 1.55 | 106% |
| Returns for 1 year | 9.57 | 10.92 | 88% |
| Returns for 3 years | 50.99 | 42.84 | 119% |
| Returns for 5 years | 54.03 | 30.51 | 177% |
| Returns for 10 years | N/A | 53.97 | - |
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