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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$67.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FCWGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 126B vs. UGMVX (517M). FCWGX pays higher dividends than UGMVX: FCWGX (1.91) vs UGMVX (1.53). FCWGX was incepted earlier than UGMVX: FCWGX (4 years) vs UGMVX (11 years). FCWGX (27.00) and UGMVX (26.00) have comparable annual turnover. 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 : 20.78 vs. FCWGX (19.12).
| FCWGX | UGMVX | FCWGX / UGMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 14.568 | 15.431 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 517M | 24,371% |
| Annual Yield % from dividends | 1.91 | 1.53 | 125% |
| Returns for 1 year | 19.12 | 20.78 | 92% |
| Returns for 3 years | 9.14 | -9.77 | -94% |
| Returns for 5 years | N/A | 11.58 | - |
| Returns for 10 years | N/A | 18.65 | - |
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