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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
Victory Global Managed Volatility
Price$11.34
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets464M
FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. UGMVX (464M). FWGIX pays higher dividends than UGMVX: FWGIX (1.96) vs UGMVX (1.52). FWGIX was incepted earlier than UGMVX: FWGIX (8 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). UGMVX has a lower initial minimum investment than FWGIX: UGMVX (3000) vs FWGIX (1000000). UGMVX annual gain was more profitable for investors over the last year : 9.66 vs. FWGIX (3.39). FWGIX return over 5 years is better than : 56.38 vs. UGMVX (32.24).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 6.111 | 6.209 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 464M | 28,017% |
| Annual Yield % from dividends | 1.96 | 1.52 | 129% |
| Returns for 1 year | 3.39 | 9.66 | 35% |
| Returns for 3 years | 33.12 | 34.29 | 97% |
| Returns for 5 years | 56.38 | 32.24 | 175% |
| Returns for 10 years | N/A | 38.85 | - |
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