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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Victory Global Managed Volatility Instl
Price$10.66
Change+$0.73 (+7.35%)
VolumeN/A
Net Assets394.88M
FWCGX vs UGOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. UGOFX (395M). FWCGX pays higher dividends than UGOFX: FWCGX (1.93) vs UGOFX (1.69). FWCGX was incepted earlier than UGOFX: FWCGX (4 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FWCGX (0.47). 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 : -5.11 vs. FWCGX (-10.61).
| FWCGX | UGOFX | FWCGX / UGOFX | |
| Total Expense Ratio | 0.47 | 0.70 | 67% |
| Annual Report Gross Expense Ratio | 0.47 | 0.77 | 61% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -10.242 | -9.891 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 395M | 27,595% |
| Annual Yield % from dividends | 1.93 | 1.69 | 115% |
| Returns for 1 year | -10.61 | -5.11 | 208% |
| Returns for 3 years | 4.05 | 3.16 | 128% |
| Returns for 5 years | N/A | 16.85 | - |
| Returns for 10 years | N/A | 22.31 | - |
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