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FWGIX vs USWGX
FWGIX vs USWGX Comparison
Open Charts FWGIX vs USWGX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets130.16B
Victory Sustainable World A
Price$30.40
Change-$0.46 (-1.49%)
VolumeN/A
Net Assets1.42B
FWGIX vs USWGX Comparison Chart
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FWGIX vs. USWGX commentary
Feb 23, 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 StrongBuy and USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. USWGX (1.42B). FWGIX pays higher dividends than USWGX: FWGIX (1.99) vs USWGX (0.72). FWGIX was incepted earlier than USWGX: FWGIX (8 years) vs USWGX (15 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. USWGX (23.00). USWGX has a lower initial minimum investment than FWGIX: USWGX (2500) vs FWGIX (1000000). USWGX annual gain was more profitable for investors over the last year : 11.40 vs. FWGIX (7.45). FWGIX return over 5 years is better than : 34.05 vs. USWGX (24.14).
| FWGIX | USWGX | FWGIX / USWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 4.362 | 4.116 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.42B | 9,155% |
| Annual Yield % from dividends | 1.99 | 0.72 | 275% |
| Returns for 1 year | 7.45 | 11.40 | 65% |
| Returns for 3 years | 17.38 | 24.68 | 70% |
| Returns for 5 years | 34.05 | 24.14 | 141% |
| Returns for 10 years | N/A | 13.88 | - |
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