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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$65.48
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets125.9B
Victory Global Managed Volatility
Price$11.04
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets445.25M
FCWGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 126B vs. UGMVX (445M). FCWGX pays higher dividends than UGMVX: FCWGX (1.80) vs UGMVX (1.50). 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 : 6.69 vs. FCWGX (3.58).
| 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 | 3.053 | 1.483 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 445M | 28,315% |
| Annual Yield % from dividends | 1.80 | 1.50 | 120% |
| Returns for 1 year | 3.58 | 6.69 | 53% |
| Returns for 3 years | 27.83 | 23.25 | 120% |
| Returns for 5 years | N/A | 18.76 | - |
| Returns for 10 years | N/A | 40.64 | - |
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