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FWGIX vs UGOFX
FWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFX
American Funds Capital World Gr&Inc F3
Price$67.90
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets461.79M
FWGIX vs UGOFX Comparison Chart
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FWGIX vs. UGOFX commentary
Jun 02, 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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. UGOFX (462M). FWGIX pays higher dividends than UGOFX: FWGIX (1.85) vs UGOFX (1.60). 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. UGOFX annual gain was more profitable for investors over the last year : 11.12 vs. FWGIX (6.78). FWGIX return over 5 years is better than : 52.84 vs. UGOFX (28.89).
| 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 | 7.328 | 5.717 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 462M | 27,922% |
| Annual Yield % from dividends | 1.85 | 1.60 | 116% |
| Returns for 1 year | 6.78 | 11.12 | 61% |
| Returns for 3 years | 28.45 | 28.18 | 101% |
| Returns for 5 years | 52.84 | 28.89 | 183% |
| Returns for 10 years | N/A | 43.49 | - |
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