Interact to see
Advertisement
Advertisement
RWIHX vs UGOFX
RWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFX
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Victory Global Managed Volatility Instl
Price$12.17
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets481.42M
RWIHX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. UGOFX commentary
Jul 28, 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: 137B 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). RWIHX annual gain was more profitable for investors over the last year : 14.00 vs. UGOFX (13.00). RWIHX return over 5 years is better than : 52.28 vs. UGOFX (27.77).
| 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 | 15.134 | 10.436 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.64 | 1.55 | 106% |
| Returns for 1 year | 14.00 | 13.00 | 108% |
| Returns for 3 years | 51.75 | 41.38 | 125% |
| Returns for 5 years | 52.28 | 27.77 | 188% |
| Returns for 10 years | N/A | 54.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AOCT | 25.88 | 0.08 | +0.33% |
| Innovator Eq Dfnd Prt ETF - 2YrtoOct2026 | |||
| BSEP | 46.25 | 0.13 | +0.29% |
| Innovator US Equity Buffer ETF-Sep | |||
| BSCX | 21.11 | 0.06 | +0.29% |
| Invesco BulletShares 2033 Corp Bd ETF | |||
| DUHP | 36.55 | 0.10 | +0.27% |
| Dimensional US High Profitability ETF | |||
| GFGF | 33.38 | 0.08 | +0.24% |
| Guru Favorite Stocks ETF | |||