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FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$59.71
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Victory Sustainable World Institutional
Price$26.86
Change-$0.71 (-2.58%)
VolumeN/A
Net Assets1.27B
FWGIX vs UIWGX Comparison Chart
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FWGIX vs. UIWGX 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 Hold and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. UIWGX (1.27B). FWGIX pays higher dividends than UIWGX: FWGIX (1.98) vs UIWGX (1.87). FWGIX was incepted earlier than UIWGX: FWGIX (8 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than FWGIX (0.41). UIWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and UIWGX (1000000) have matching initial minimum investment requirements. UIWGX annual gain was more profitable for investors over the last year : -2.36 vs. FWGIX (-3.71). FWGIX return over 5 years is better than : 48.56 vs. UIWGX (34.00).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | 0.41 | 1.01 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -4.053 | -6.984 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.27B | 9,213% |
| Annual Yield % from dividends | 1.98 | 1.87 | 106% |
| Returns for 1 year | -3.71 | -2.36 | 157% |
| Returns for 3 years | 10.79 | 13.49 | 80% |
| Returns for 5 years | 48.56 | 34.00 | 143% |
| Returns for 10 years | N/A | N/A | - |