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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$56.80
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
FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 110B vs. UGMVX (400M). FWCGX pays higher dividends than UGMVX: FWCGX (1.93) vs UGMVX (1.54). 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 : -3.94 vs. FWCGX (-10.58).
| 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 | -10.242 | -8.804 | 116% |
| 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 | 1.93 | 1.54 | 126% |
| Returns for 1 year | -10.58 | -3.94 | 269% |
| Returns for 3 years | 4.05 | 3.68 | 110% |
| Returns for 5 years | N/A | 16.40 | - |
| Returns for 10 years | N/A | 20.87 | - |
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