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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$64.66
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$10.98
Change+$0.06 (+0.55%)
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 (482M). 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 : 13.75 vs. FWCGX (10.56).
| 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 | 9.712 | 13.177 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 482M | 26,141% |
| Annual Yield % from dividends | 1.94 | 1.53 | 127% |
| Returns for 1 year | 10.56 | 13.75 | 77% |
| Returns for 3 years | 9.46 | 8.54 | 111% |
| Returns for 5 years | N/A | 8.34 | - |
| Returns for 10 years | N/A | 31.17 | - |