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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.44
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets402.12M
American Funds Capital World Gr&Inc F2
Price$74.64
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Nov 20, 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: 140B vs. UGOFX (402M). WGIFX pays higher dividends than UGOFX: WGIFX (1.56) vs UGOFX (1.47). 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 : 12.43 vs. UGOFX (10.22). WGIFX return over 5 years is better than : 42.84 vs. UGOFX (20.97).
| 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 | 13.612 | 19.097 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 140B | 0% |
| Annual Yield % from dividends | 1.47 | 1.56 | 95% |
| Returns for 1 year | 10.22 | 12.43 | 82% |
| Returns for 3 years | 41.72 | 51.67 | 81% |
| Returns for 5 years | 20.97 | 42.84 | 49% |
| Returns for 10 years | 62.40 | 75.52 | 83% |
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