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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
Victory Global Managed Volatility
Price$11.34
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets464M
FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 130B vs. UGMVX (464M). FWCGX pays higher dividends than UGMVX: FWCGX (1.91) vs UGMVX (1.52). 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 : 9.66 vs. FWCGX (3.32).
| 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 | 6.082 | 6.209 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 464M | 28,017% |
| Annual Yield % from dividends | 1.91 | 1.52 | 126% |
| Returns for 1 year | 3.32 | 9.66 | 34% |
| Returns for 3 years | 35.47 | 34.29 | 103% |
| Returns for 5 years | N/A | 32.24 | - |
| Returns for 10 years | N/A | 38.85 | - |
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