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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Victory Global Managed Volatility
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets480.8M
FWCGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. UGMVX (481M). FWCGX pays higher dividends than UGMVX: FWCGX (1.73) vs UGMVX (1.41). FWCGX was incepted earlier than UGMVX: FWCGX (5 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). FWCGX has a lower initial minimum investment than UGMVX: FWCGX (250) vs UGMVX (3000). FWCGX annual gain was more profitable for investors over the last year : 14.12 vs. UGMVX (12.61).
| FWCGX | UGMVX | FWCGX / UGMVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.24 | 38% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 15.194 | 10.195 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.73 | 1.41 | 122% |
| Returns for 1 year | 14.12 | 12.61 | 112% |
| Returns for 3 years | 53.88 | 40.10 | 134% |
| Returns for 5 years | N/A | 25.56 | - |
| Returns for 10 years | N/A | 50.21 | - |
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