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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$11.65
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets461.95M
American Funds Capital World Gr&Inc F2
Price$68.28
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets130.31B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Jun 24, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 130B vs. UGOFX (462M). WGIFX pays higher dividends than UGOFX: WGIFX (1.75) vs UGOFX (1.60). 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). UGOFX annual gain was more profitable for investors over the last year : 7.29 vs. WGIFX (5.35). WGIFX return over 5 years is better than : 50.31 vs. UGOFX (26.45).
| 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 | 5.717 | 8.604 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 130B | 0% |
| Annual Yield % from dividends | 1.60 | 1.75 | 91% |
| Returns for 1 year | 7.29 | 5.35 | 136% |
| Returns for 3 years | 39.47 | 44.22 | 89% |
| Returns for 5 years | 26.45 | 50.31 | 53% |
| Returns for 10 years | 42.59 | 50.93 | 84% |
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