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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$56.79
Change-$0.44 (-0.77%)
VolumeN/A
Net Assets110.35B
Victory Global Managed Volatility
Price$9.72
Change-$0.12 (-1.22%)
VolumeN/A
Net Assets400M
FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
Apr 09, 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 110B vs. UGMVX (400M). FWGIX pays higher dividends than UGMVX: FWGIX (1.98) vs UGMVX (1.54). 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). 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 : -3.94 vs. FWGIX (-10.54). FWGIX return over 5 years is better than : 38.99 vs. UGMVX (16.40).
| 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 | -10.234 | -8.804 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 400M | 27,500% |
| Annual Yield % from dividends | 1.98 | 1.54 | 129% |
| Returns for 1 year | -10.54 | -3.94 | 268% |
| Returns for 3 years | 2.23 | 3.68 | 61% |
| Returns for 5 years | 38.99 | 16.40 | 238% |
| Returns for 10 years | N/A | 20.87 | - |
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