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FWGIX vs UGOFX
FWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFX
American Funds Capital World Gr&Inc F3
Price$71.64
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Victory Global Managed Volatility Instl
Price$12.02
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets474.64M
FWGIX vs UGOFX Comparison Chart in %
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FWGIX vs. UGOFX commentary
Jul 18, 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 Buy and UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. UGOFX (475M). FWGIX pays higher dividends than UGOFX: FWGIX (1.77) vs UGOFX (1.55). FWGIX was incepted earlier than UGOFX: FWGIX (8 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). FWGIX (1000000) and UGOFX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 9.32 vs. UGOFX (8.38). FWGIX return over 5 years is better than : 51.03 vs. UGOFX (25.43).
| FWGIX | UGOFX | FWGIX / UGOFX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.41 | 0.77 | 53% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.902 | 8.621 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 475M | 28,421% |
| Annual Yield % from dividends | 1.77 | 1.55 | 114% |
| Returns for 1 year | 9.32 | 8.38 | 111% |
| Returns for 3 years | 53.96 | 41.70 | 129% |
| Returns for 5 years | 51.03 | 25.43 | 201% |
| Returns for 10 years | N/A | 48.53 | - |
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