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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
Jul 24, 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: 158B vs. UGOFX (378M). WGIFX pays higher dividends than UGOFX: WGIFX (1.54) 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 : 12.59 vs. UGOFX (1.32). WGIFX return over 5 years is better than : 32.65 vs. UGOFX (1.35).
| 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 | 13.925 | 13.386 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 158B | 0% |
| Annual Yield % from dividends | 0.92 | 1.54 | 60% |
| Returns for 1 year | 1.32 | 12.59 | 11% |
| Returns for 3 years | 31.29 | 45.22 | 69% |
| Returns for 5 years | 1.35 | 32.65 | 4% |
| Returns for 10 years | 58.24 | 95.36 | 61% |
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