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FWGIX vs UGOFX
FWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFX
American Funds Capital World Gr&Inc F3
Price$68.73
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets130.31B
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets461.95M
FWGIX vs UGOFX Comparison Chart in %
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FWGIX vs. UGOFX commentary
Jun 24, 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 Hold and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B 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 : 7.29 vs. FWGIX (6.10). FWGIX return over 5 years is better than : 51.81 vs. UGOFX (26.45).
| 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 | 8.671 | 5.717 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 462M | 28,139% |
| Annual Yield % from dividends | 1.85 | 1.60 | 116% |
| Returns for 1 year | 6.10 | 7.29 | 84% |
| Returns for 3 years | 42.00 | 39.47 | 106% |
| Returns for 5 years | 51.81 | 26.45 | 196% |
| Returns for 10 years | N/A | 42.59 | - |
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