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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$11.43
Change-$0.13 (-1.12%)
VolumeN/A
Net Assets454.64M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
UGOFX vs WGIFX Comparison Chart
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UGOFX vs. WGIFX 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 UGOFX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. UGOFX (455M). WGIFX pays higher dividends than UGOFX: WGIFX (1.90) vs UGOFX (1.66). UGOFX was incepted earlier than WGIFX: UGOFX (17 years) vs WGIFX (17 years). WGIFX (27.00) and UGOFX (26.00) have comparable annual turnover. 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 : 10.68 vs. WGIFX (7.35). WGIFX return over 5 years is better than : 33.63 vs. UGOFX (12.43).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 3.721 | 4.350 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 128B | 0% |
| Annual Yield % from dividends | 1.66 | 1.90 | 88% |
| Returns for 1 year | 10.68 | 7.35 | 145% |
| Returns for 3 years | 19.92 | 17.14 | 116% |
| Returns for 5 years | 12.43 | 33.63 | 37% |
| Returns for 10 years | 41.67 | 45.71 | 91% |
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