RWIHX
Price
$71.43
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
UGOFX
Price
$12.12
Change
+$0.06 (+0.50%)
Updated
Jul 3 closing price
Net Assets
480.71M
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RWIHX vs UGOFX

Header iconRWIHX vs UGOFX Comparison
Open Charts RWIHX vs UGOFXBanner chart's image
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.

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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).
RWIHXUGOFXRWIHX / UGOFX
Total Expense Ratio0.560.7080%
Annual Report Gross Expense Ratio0.560.7773%
Fund Existence10 years17 years-
Gain YTD13.6859.982137%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B481M28,274%
Annual Yield % from dividends1.641.55106%
Returns for 1 year9.5710.9288%
Returns for 3 years50.9942.84119%
Returns for 5 years54.0330.51177%
Returns for 10 yearsN/A53.97-
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