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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$66.32
Change+$0.56 (+0.85%)
VolumeN/A
Net Assets128.02B
Victory Global Managed Volatility Instl
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets488.25M
FWCGX vs UGOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. UGOFX (488M). FWCGX pays higher dividends than UGOFX: FWCGX (1.94) vs UGOFX (1.66). FWCGX was incepted earlier than UGOFX: FWCGX (4 years) vs UGOFX (17 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 : 13.73 vs. FWCGX (11.88).
| FWCGX | UGOFX | FWCGX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 4.408 | 2.722 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 488M | 26,230% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 11.88 | 13.73 | 86% |
| Returns for 3 years | 16.65 | 14.35 | 116% |
| Returns for 5 years | N/A | 13.60 | - |
| Returns for 10 years | N/A | 46.19 | - |