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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$65.46
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets125.9B
Victory Global Managed Volatility
Price$11.04
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets445.25M
FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
Mar 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. UGMVX (445M). FWGIX pays higher dividends than UGMVX: FWGIX (1.90) vs UGMVX (1.50). 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 : 6.69 vs. FWGIX (3.67). FWGIX return over 5 years is better than : 45.55 vs. UGMVX (18.76).
| 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 | 3.070 | 1.483 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 445M | 28,315% |
| Annual Yield % from dividends | 1.90 | 1.50 | 127% |
| Returns for 1 year | 3.67 | 6.69 | 55% |
| Returns for 3 years | 25.16 | 23.25 | 108% |
| Returns for 5 years | 45.55 | 18.76 | 243% |
| Returns for 10 years | N/A | 40.64 | - |