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FWGIX vs UGOFX
FWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
Victory Global Managed Volatility Instl
Price$10.66
Change+$0.73 (+7.35%)
VolumeN/A
Net Assets394.88M
FWGIX vs UGOFX Comparison Chart
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FWGIX vs. UGOFX commentary
Apr 11, 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: 109B vs. UGOFX (395M). FWGIX pays higher dividends than UGOFX: FWGIX (1.98) vs UGOFX (1.69). 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 (1000000) and UGOFX (1000000) have matching initial minimum investment requirements. UGOFX annual gain was more profitable for investors over the last year : -5.11 vs. FWGIX (-10.57). FWGIX return over 5 years is better than : 38.99 vs. UGOFX (16.85).
| 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 | -10.234 | -9.891 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 395M | 27,595% |
| Annual Yield % from dividends | 1.98 | 1.69 | 117% |
| Returns for 1 year | -10.57 | -5.11 | 207% |
| Returns for 3 years | 2.23 | 3.16 | 71% |
| Returns for 5 years | 38.99 | 16.85 | 231% |
| Returns for 10 years | N/A | 22.31 | - |
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