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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$56.82
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
Victory Global Managed Volatility
Price$9.72
Change-$0.12 (-1.22%)
VolumeN/A
Net Assets400M
FCWGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 110B vs. UGMVX (400M). FCWGX pays higher dividends than UGMVX: FCWGX (1.87) vs UGMVX (1.54). FCWGX was incepted earlier than UGMVX: FCWGX (4 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FCWGX (0.52). FCWGX has a lower initial minimum investment than UGMVX: FCWGX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : -3.94 vs. FCWGX (-9.71).
| FCWGX | UGMVX | FCWGX / UGMVX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.24 | 42% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -9.572 | -8.804 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 400M | 27,500% |
| Annual Yield % from dividends | 1.87 | 1.54 | 122% |
| Returns for 1 year | -9.71 | -3.94 | 247% |
| Returns for 3 years | 4.73 | 3.68 | 128% |
| Returns for 5 years | N/A | 16.40 | - |
| Returns for 10 years | N/A | 20.87 | - |
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