Ad is loading...
Ad is loading...
FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$67.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility
Price$11.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FWGIX vs UGMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. UGMVX commentary
Nov 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. UGMVX (517M). 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 : 20.78 vs. FWGIX (19.24). FWGIX return over 5 years is better than : 42.15 vs. UGMVX (11.58).
| 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 | 14.665 | 15.431 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 517M | 24,371% |
| Annual Yield % from dividends | 1.99 | 1.53 | 131% |
| Returns for 1 year | 19.24 | 20.78 | 93% |
| Returns for 3 years | 6.88 | -9.77 | -70% |
| Returns for 5 years | 42.15 | 11.58 | 364% |
| Returns for 10 years | N/A | 18.65 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FGSKX | 57.82 | 0.85 | +1.49% |
| Federated Hermes MDT Mid Cap Growth R6 | |||
| PCLVX | 23.10 | 0.23 | +1.01% |
| PACE Large Co Value Equity P | |||
| RYPDX | 45.69 | 0.44 | +0.97% |
| Rydex Consumer Products A | |||
| PRIUX | 19.98 | 0.04 | +0.20% |
| T. Rowe Price International Stock I | |||
| DEMGX | 11.63 | -0.02 | -0.17% |
| DFA Emerging Markets Trgt Val Instl | |||