UGOFX
Price
$12.36
Change
-$0.11 (-0.88%)
Updated
Sep 9 closing price
Net Assets
355.76M
WGIFX
Price
$82.95
Change
-$0.28 (-0.34%)
Updated
Sep 9 closing price
Net Assets
158.35B
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UGOFX vs WGIFX

UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Sep 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 158B vs. UGOFX (356M). WGIFX pays higher dividends than UGOFX: WGIFX (1.52) vs UGOFX (0.90). 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 : 14.83 vs. UGOFX (1.98). WGIFX return over 5 years is better than : 35.34 vs. UGOFX (2.81).
UGOFXWGIFXUGOFX / WGIFX
Total Expense Ratio0.700.52135%
Annual Report Gross Expense Ratio0.790.52152%
Fund Existence18 years18 years-
Gain YTD16.54217.17296%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets356M158B0%
Annual Yield % from dividends0.901.5260%
Returns for 1 year1.9814.8313%
Returns for 3 years37.7154.4069%
Returns for 5 years2.8135.348%
Returns for 10 years61.7099.8362%
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