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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$67.95
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
FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 126B vs. UGMVX (517M). FWCGX pays higher dividends than UGMVX: FWCGX (1.94) vs UGMVX (1.53). FWCGX was incepted earlier than UGMVX: FWCGX (4 years) vs UGMVX (11 years). FWCGX (27.00) and UGMVX (26.00) have comparable annual turnover. 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 : 20.78 vs. FWCGX (19.17).
| FWCGX | UGMVX | FWCGX / 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 | 14.620 | 15.431 | 95% |
| 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 | 1.94 | 1.53 | 127% |
| Returns for 1 year | 19.17 | 20.78 | 92% |
| Returns for 3 years | 9.26 | -9.77 | -95% |
| Returns for 5 years | N/A | 11.58 | - |
| Returns for 10 years | N/A | 18.65 | - |
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