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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.31
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
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FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
Sep 21, 2024
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: 128B vs. UGMVX (532M). FWGIX pays higher dividends than UGMVX: FWGIX (1.99) vs UGMVX (1.53). FWGIX was incepted earlier than UGMVX: FWGIX (8 years) vs UGMVX (11 years). FWGIX (27.00) and UGMVX (26.00) have comparable annual turnover. 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 : 22.32 vs. FWGIX (20.43). FWGIX return over 5 years is better than : 44.90 vs. UGMVX (12.87).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 12.724 | 13.604 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 532M | 24,060% |
| Annual Yield % from dividends | 1.99 | 1.53 | 131% |
| Returns for 1 year | 20.43 | 22.32 | 92% |
| Returns for 3 years | 6.75 | -8.51 | -79% |
| Returns for 5 years | 44.90 | 12.87 | 349% |
| Returns for 10 years | N/A | 15.95 | - |
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