Interact to see
Advertisement
Advertisement
UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.17
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets455.48M
American Funds Capital World Gr&Inc F2
Price$72.13
Change-$0.56 (-0.77%)
VolumeN/A
Net Assets136.85B
UGOFX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGOFX vs. WGIFX commentary
Sep 03, 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: 137B vs. UGOFX (455M). WGIFX pays higher dividends than UGOFX: WGIFX (1.64) vs UGOFX (1.52). 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). UGOFX is a more actively managed with annual turnover of: 37.00 vs. WGIFX (27.00). 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 : 8.48 vs. UGOFX (7.83). WGIFX return over 5 years is better than : 45.32 vs. UGOFX (24.64).
| 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 | 11.252 | 14.728 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 137B | 0% |
| Annual Yield % from dividends | 1.52 | 1.64 | 93% |
| Returns for 1 year | 7.83 | 8.48 | 92% |
| Returns for 3 years | 44.65 | 52.29 | 85% |
| Returns for 5 years | 24.64 | 45.32 | 54% |
| Returns for 10 years | 69.95 | 78.62 | 89% |