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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$67.83
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.31
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
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FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. UGMVX (532M). 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 : 22.32 vs. FWCGX (20.34).
| 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 | 12.680 | 13.604 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.94 | 1.53 | 127% |
| Returns for 1 year | 20.34 | 22.32 | 91% |
| Returns for 3 years | 9.12 | -8.51 | -107% |
| Returns for 5 years | N/A | 12.87 | - |
| Returns for 10 years | N/A | 15.95 | - |