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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets466.09M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. UGOFX (466M). WGIFX pays higher dividends than UGOFX: WGIFX (1.59) vs UGOFX (1.48). UGOFX was incepted earlier than WGIFX: UGOFX (17 years) vs WGIFX (17 years). UGOFX (0.79) 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 : 11.05 vs. UGOFX (8.70). WGIFX return over 5 years is better than : 52.11 vs. UGOFX (25.84).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | 0.70 | 0.52 | 135% |
| Annual Report Gross Expense Ratio | 0.79 | 0.52 | 152% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 13.793 | 20.182 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 141B | 0% |
| Annual Yield % from dividends | 1.48 | 1.59 | 93% |
| Returns for 1 year | 8.70 | 11.05 | 79% |
| Returns for 3 years | 54.30 | 68.14 | 80% |
| Returns for 5 years | 25.84 | 52.11 | 50% |
| Returns for 10 years | 64.30 | 78.84 | 82% |
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