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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Jun 25, 2026
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: 160B vs. UGOFX (372M). WGIFX pays higher dividends than UGOFX: WGIFX (1.52) vs UGOFX (0.92). UGOFX was incepted earlier than WGIFX: UGOFX (18 years) vs WGIFX (18 years). UGOFX (0.79) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). 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 : 16.83 vs. UGOFX (2.35). WGIFX return over 5 years is better than : 32.26 vs. UGOFX (1.79).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | 0.70 | 0.52 | 135% |
| Annual Report Gross Expense Ratio | 0.79 | 0.52 | 152% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 12.150 | 12.920 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 160B | 0% |
| Annual Yield % from dividends | 0.92 | 1.52 | 61% |
| Returns for 1 year | 2.35 | 16.83 | 14% |
| Returns for 3 years | 33.93 | 50.65 | 67% |
| Returns for 5 years | 1.79 | 32.26 | 6% |
| Returns for 10 years | 64.89 | 106.94 | 61% |
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