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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$67.90
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets461.79M
FWCGX vs UGOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 129B 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 : 11.12 vs. FWCGX (6.71).
| 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 | 7.299 | 5.717 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 462M | 27,922% |
| Annual Yield % from dividends | 1.81 | 1.60 | 113% |
| Returns for 1 year | 6.71 | 11.12 | 60% |
| Returns for 3 years | 30.71 | 28.18 | 109% |
| Returns for 5 years | N/A | 28.89 | - |
| Returns for 10 years | N/A | 43.49 | - |
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