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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$65.46
Change+$0.34 (+0.52%)
VolumeN/A
Net Assets125.9B
Victory Global Managed Volatility
Price$11.04
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets445.25M
FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 126B vs. UGMVX (445M). FWCGX pays higher dividends than UGMVX: FWCGX (1.86) vs UGMVX (1.50). FWCGX was incepted earlier than UGMVX: FWCGX (4 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWCGX (0.47). FWCGX has a lower initial minimum investment than UGMVX: FWCGX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 6.69 vs. FWCGX (3.60).
| FWCGX | UGMVX | FWCGX / UGMVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.24 | 38% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 3.054 | 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 | 1.86 | 1.50 | 124% |
| Returns for 1 year | 3.60 | 6.69 | 54% |
| Returns for 3 years | 27.94 | 23.25 | 120% |
| Returns for 5 years | N/A | 18.76 | - |
| Returns for 10 years | N/A | 40.64 | - |
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