UGOFX
Price
$12.45
Change
-$0.06 (-0.48%)
Updated
Sep 25 closing price
Net Assets
464.76M
WGIFX
Price
$74.29
Change
-$0.51 (-0.68%)
Updated
Sep 25 closing price
Net Assets
140.58B
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UGOFX vs WGIFX

Header iconUGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFXBanner chart's image
Victory Global Managed Volatility Instl
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets464.76M
American Funds Capital World Gr&Inc F2
Price$74.29
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Sep 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. UGOFX (465M). 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 : 10.62 vs. UGOFX (9.37). WGIFX return over 5 years is better than : 55.92 vs. UGOFX (30.96).
UGOFXWGIFXUGOFX / WGIFX
Total Expense Ratio0.700.52135%
Annual Report Gross Expense Ratio0.770.52148%
Fund Existence17 years17 years-
Gain YTD13.52118.53873%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets465M141B0%
Annual Yield % from dividends1.521.6493%
Returns for 1 year9.3710.6288%
Returns for 3 years57.7869.9483%
Returns for 5 years30.9655.9255%
Returns for 10 years76.7691.0984%
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