Ad is loading...
Ad is loading...
FWGIX vs USCGX
FWGIX vs USCGX Comparison
Open Charts FWGIX vs USCGX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth
Price$14.32
Change-$0.15 (-1.04%)
VolumeN/A
CapitalizationN/A
FWGIX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. USCGX 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 USCGX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. USCGX (956M). FWGIX pays higher dividends than USCGX: FWGIX (1.99) vs USCGX (0.97). FWGIX was incepted earlier than USCGX: FWGIX (8 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 vs. FWGIX (27.00). USCGX has a lower initial minimum investment than FWGIX: USCGX (3000) vs FWGIX (1000000). USCGX annual gain was more profitable for investors over the last year : 25.67 vs. FWGIX (19.52). FWGIX return over 5 years is better than : 40.15 vs. USCGX (29.68).
| FWGIX | USCGX | FWGIX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 13.433 | 18.152 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 956M | 13,075% |
| Annual Yield % from dividends | 1.99 | 0.97 | 204% |
| Returns for 1 year | 19.52 | 25.67 | 76% |
| Returns for 3 years | 3.95 | 3.55 | 111% |
| Returns for 5 years | 40.15 | 29.68 | 135% |
| Returns for 10 years | N/A | 58.62 | - |