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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$64.65
Change+$0.42 (+0.65%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$10.98
Change+$0.06 (+0.55%)
VolumeN/A
CapitalizationN/A
FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
Dec 26, 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. UGMVX (482M). 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 : 13.75 vs. FWGIX (10.61). FWGIX return over 5 years is better than : 31.52 vs. UGMVX (8.34).
| 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 | 9.766 | 13.177 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 482M | 26,141% |
| Annual Yield % from dividends | 1.99 | 1.53 | 131% |
| Returns for 1 year | 10.61 | 13.75 | 77% |
| Returns for 3 years | 7.08 | 8.54 | 83% |
| Returns for 5 years | 31.52 | 8.34 | 378% |
| Returns for 10 years | N/A | 31.17 | - |
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