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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$67.83
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
CapitalizationN/A
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FWCGX vs UGOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. UGOFX (532M). 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 : 27.10 vs. FWCGX (25.07).
| 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 | 14.417 | 15.522 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 25.07 | 27.10 | 93% |
| Returns for 3 years | 12.26 | -4.85 | -253% |
| Returns for 5 years | N/A | 16.50 | - |
| Returns for 10 years | N/A | 22.60 | - |
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