Interact to see
Advertisement
Advertisement
FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$72.91
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.06B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets454.57M
FWGIX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. UGMVX commentary
Sep 06, 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: 136B vs. UGMVX (455M). FWGIX pays higher dividends than UGMVX: FWGIX (1.73) vs UGMVX (1.39). FWGIX was incepted earlier than UGMVX: FWGIX (9 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWGIX (0.41). UGMVX is a more actively managed with annual turnover of: 37.00 vs. FWGIX (27.00). UGMVX has a lower initial minimum investment than FWGIX: UGMVX (3000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 12.59 vs. UGMVX (9.40). FWGIX return over 5 years is better than : 48.30 vs. UGMVX (22.94).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 15.921 | 10.843 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 455M | 29,890% |
| Annual Yield % from dividends | 1.73 | 1.39 | 125% |
| Returns for 1 year | 12.59 | 9.40 | 134% |
| Returns for 3 years | 54.18 | 43.33 | 125% |
| Returns for 5 years | 48.30 | 22.94 | 211% |
| Returns for 10 years | N/A | 65.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GAB | 6.16 | 0.05 | +0.90% |
| Gabelli Equity Trust (The) | |||
| KROP | 31.70 | 0.18 | +0.58% |
| Global X AgTech & Food Innovation ETF | |||
| SBIO | 36.15 | -0.01 | -0.03% |
| ALPS Medical Breakthroughs ETF | |||
| WCLD | 34.94 | -0.08 | -0.23% |
| WisdomTree Cloud Computing ETF | |||
| SLVR | 35.83 | -1.14 | -3.08% |
| Sprott Silver Mnrs & Physical Silver ETF | |||