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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 04, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 152B vs. UGOFX (376M). 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 : 23.33 vs. UGOFX (4.69). WGIFX return over 5 years is better than : 36.91 vs. UGOFX (4.69).
| 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 | 13.364 | 16.512 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 152B | 0% |
| Annual Yield % from dividends | 0.92 | 1.52 | 61% |
| Returns for 1 year | 4.69 | 23.33 | 20% |
| Returns for 3 years | 36.98 | 56.89 | 65% |
| Returns for 5 years | 4.69 | 36.91 | 13% |
| Returns for 10 years | 60.84 | 103.06 | 59% |
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