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FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$68.18
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Victory Sustainable World Institutional
Price$32.22
Change+$0.10 (+0.31%)
VolumeN/A
CapitalizationN/A
FWGIX vs UIWGX Comparison Chart
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FWGIX vs. UIWGX commentary
Nov 23, 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 StrongBuy and UIWGX is a Sell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. UIWGX (1.44B). FWGIX pays higher dividends than UIWGX: FWGIX (1.99) vs UIWGX (0.99). FWGIX was incepted earlier than UIWGX: FWGIX (8 years) vs UIWGX (9 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UIWGX (23.00). FWGIX (1000000) and UIWGX (1000000) have matching initial minimum investment requirements. UIWGX annual gain was more profitable for investors over the last year : 26.41 vs. FWGIX (19.24). FWGIX return over 5 years is better than : 42.15 vs. UIWGX (-2.40).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 14.665 | 20.210 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 1.44B | 8,732% |
| Annual Yield % from dividends | 1.99 | 0.99 | 202% |
| Returns for 1 year | 19.24 | 26.41 | 73% |
| Returns for 3 years | 6.88 | 0.32 | 2,165% |
| Returns for 5 years | 42.15 | -2.40 | -1,756% |
| Returns for 10 years | N/A | N/A | - |