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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$68.74
Change+$0.39 (+0.57%)
VolumeN/A
Net Assets130.31B
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets461.95M
FWCGX vs UGOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 130B vs. UGOFX (462M). FWCGX pays higher dividends than UGOFX: FWCGX (1.81) vs UGOFX (1.60). FWCGX was incepted earlier than UGOFX: FWCGX (5 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). 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 : 7.29 vs. FWCGX (6.03).
| FWCGX | UGOFX | FWCGX / UGOFX | |
| Total Expense Ratio | 0.47 | 0.70 | 67% |
| Annual Report Gross Expense Ratio | 0.47 | 0.77 | 61% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.630 | 5.717 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 462M | 28,139% |
| Annual Yield % from dividends | 1.81 | 1.60 | 113% |
| Returns for 1 year | 6.03 | 7.29 | 83% |
| Returns for 3 years | 43.42 | 39.47 | 110% |
| Returns for 5 years | N/A | 26.45 | - |
| Returns for 10 years | N/A | 42.59 | - |
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