Ad is loading...
Ad is loading...
FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$67.22
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.49
Change-$0.14 (-1.20%)
VolumeN/A
CapitalizationN/A
FWCGX vs UGOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. UGOFX (515M). FWCGX pays higher dividends than UGOFX: FWCGX (1.94) vs UGOFX (1.66). FWCGX was incepted earlier than UGOFX: FWCGX (4 years) vs UGOFX (16 years). FWCGX (27.00) and UGOFX (26.00) have comparable annual turnover. FWCGX has a lower initial minimum investment than UGOFX: FWCGX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 21.09 vs. FWCGX (19.45).
| FWCGX | UGOFX | FWCGX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 13.388 | 14.328 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 515M | 24,272% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 19.45 | 21.09 | 92% |
| Returns for 3 years | 6.26 | -10.48 | -60% |
| Returns for 5 years | N/A | 11.71 | - |
| Returns for 10 years | N/A | 21.44 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...