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FWGIX vs UICGX
FWGIX vs UICGX Comparison
Open Charts FWGIX vs UICGX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth Institutional
Price$14.46
Change-$0.15 (-1.03%)
VolumeN/A
CapitalizationN/A
FWGIX vs UICGX Comparison Chart
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FWGIX vs. UICGX commentary
Nov 18, 2024
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 Sell and UICGX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. UICGX (956M). FWGIX pays higher dividends than UICGX: FWGIX (1.99) vs UICGX (0.91). FWGIX was incepted earlier than UICGX: FWGIX (8 years) vs UICGX (9 years). UICGX is a more actively managed with annual turnover of: 41.00 vs. FWGIX (27.00). FWGIX (1000000) and UICGX (1000000) have matching initial minimum investment requirements. UICGX annual gain was more profitable for investors over the last year : 25.61 vs. FWGIX (19.52). FWGIX return over 5 years is better than : 40.15 vs. UICGX (30.66).
| FWGIX | UICGX | FWGIX / UICGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 13.433 | 18.137 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 956M | 13,075% |
| Annual Yield % from dividends | 1.99 | 0.91 | 219% |
| Returns for 1 year | 19.52 | 25.61 | 76% |
| Returns for 3 years | 3.95 | 3.51 | 113% |
| Returns for 5 years | 40.15 | 30.66 | 131% |
| Returns for 10 years | N/A | N/A | - |
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