FWCGX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
UGMVX
Price
$11.86
Change
+$0.06 (+0.51%)
Updated
Jul 3 closing price
Net Assets
480.71M
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FWCGX vs UGMVX

Header iconFWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility
Price$11.86
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets480.71M
FWCGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B 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). UGMVX annual gain was more profitable for investors over the last year : 10.67 vs. FWCGX (9.68).
FWCGXUGMVXFWCGX / UGMVX
Total Expense Ratio0.470.9052%
Annual Report Gross Expense Ratio0.471.2438%
Fund Existence5 years12 years-
Gain YTD13.7329.917138%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets136B481M28,274%
Annual Yield % from dividends1.731.41122%
Returns for 1 year9.6810.6791%
Returns for 3 years53.0841.81127%
Returns for 5 yearsN/A28.50-
Returns for 10 yearsN/A50.32-
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