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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$68.35
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets130.89B
Victory Global Managed Volatility
Price$11.40
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets464.02M
FWGIX vs UGMVX Comparison Chart in %
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FWGIX vs. UGMVX commentary
Jun 21, 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: 131B vs. UGMVX (464M). FWGIX pays higher dividends than UGMVX: FWGIX (1.85) vs UGMVX (1.46). 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 : 7.54 vs. FWGIX (5.47). FWGIX return over 5 years is better than : 50.88 vs. UGMVX (25.06).
| 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 | 8.671 | 6.117 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 464M | 28,233% |
| Annual Yield % from dividends | 1.85 | 1.46 | 127% |
| Returns for 1 year | 5.47 | 7.54 | 73% |
| Returns for 3 years | 44.62 | 38.95 | 115% |
| Returns for 5 years | 50.88 | 25.06 | 203% |
| Returns for 10 years | N/A | 39.91 | - |
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