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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
FCWGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. UGMVX (466M). FCWGX pays higher dividends than UGMVX: FCWGX (1.75) vs UGMVX (1.46). FCWGX was incepted earlier than UGMVX: FCWGX (5 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 10.53 vs. FCWGX (6.60).
| FCWGX | UGMVX | FCWGX / UGMVX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.24 | 42% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.138 | 8.063 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.75 | 1.46 | 120% |
| Returns for 1 year | 6.60 | 10.53 | 63% |
| Returns for 3 years | 46.60 | 42.65 | 109% |
| Returns for 5 years | N/A | 29.05 | - |
| Returns for 10 years | N/A | 45.08 | - |
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