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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.22
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets478.01M
American Funds Capital World Gr&Inc F2
Price$72.54
Change+$0.92 (+1.28%)
VolumeN/A
Net Assets135.64B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Aug 13, 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 UGOFX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. UGOFX (478M). WGIFX pays higher dividends than UGOFX: WGIFX (1.67) vs UGOFX (1.56). UGOFX was incepted earlier than WGIFX: UGOFX (17 years) vs WGIFX (17 years). UGOFX (0.77) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). WGIFX has a lower initial minimum investment than UGOFX: WGIFX (250) vs UGOFX (1000000). WGIFX annual gain was more profitable for investors over the last year : 15.32 vs. UGOFX (12.16). WGIFX return over 5 years is better than : 48.12 vs. UGOFX (22.68).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | 0.70 | 0.52 | 135% |
| Annual Report Gross Expense Ratio | 0.77 | 0.52 | 148% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.710 | 15.380 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 136B | 0% |
| Annual Yield % from dividends | 1.56 | 1.67 | 93% |
| Returns for 1 year | 12.16 | 15.32 | 79% |
| Returns for 3 years | 31.66 | 41.72 | 76% |
| Returns for 5 years | 22.68 | 48.12 | 47% |
| Returns for 10 years | 53.76 | 64.95 | 83% |
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