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RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility Instl
Price$11.76
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets466.32M
RWIHX vs UGOFX Comparison Chart
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RWIHX vs. UGOFX commentary
Jun 15, 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: 131B vs. UGOFX (466M). RWIHX pays higher dividends than UGOFX: RWIHX (1.72) vs UGOFX (1.60). 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 : 9.30 vs. RWIHX (6.53). RWIHX return over 5 years is better than : 52.74 vs. UGOFX (29.32).
| 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 | 9.118 | 6.715 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.72 | 1.60 | 107% |
| Returns for 1 year | 6.53 | 9.30 | 70% |
| Returns for 3 years | 44.72 | 41.90 | 107% |
| Returns for 5 years | 52.74 | 29.32 | 180% |
| Returns for 10 years | N/A | 46.54 | - |
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