Interact to see
Advertisement
Advertisement
FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$71.65
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Victory Global Managed Volatility Instl
Price$12.02
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets474.64M
FWCGX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. UGOFX (475M). FWCGX pays higher dividends than UGOFX: FWCGX (1.73) vs UGOFX (1.55). 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). FWCGX annual gain was more profitable for investors over the last year : 9.27 vs. UGOFX (8.38).
| 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 | 13.875 | 8.621 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 475M | 28,421% |
| Annual Yield % from dividends | 1.73 | 1.55 | 112% |
| Returns for 1 year | 9.27 | 8.38 | 111% |
| Returns for 3 years | 55.53 | 41.70 | 133% |
| Returns for 5 years | N/A | 25.43 | - |
| Returns for 10 years | N/A | 48.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PALL | 117.24 | 8.11 | +7.43% |
| abrdn Physical Palladium Shares ETF | |||
| BDCX | 30.18 | 0.40 | +1.35% |
| ETRACS Qrtly Py 1.5X Lvgd Wls Fg BDC ETN | |||
| MGMT | 40.87 | 0.26 | +0.64% |
| Ballast Small/Mid Cap ETF | |||
| EMCS | 31.72 | N/A | N/A |
| Xtrackers MSCI EMs Climate Selection ETF | |||
| TSLL | 11.67 | -0.17 | -1.44% |
| Direxion Daily TSLA Bull 2X Shares | |||