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CWGFX vs UGOFX
CWGFX vs UGOFX Comparison
Open Charts CWGFX vs UGOFX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Global Managed Volatility Instl
Price$12.23
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets456.28M
CWGFX vs UGOFX Comparison Chart in %
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CWGFX vs. UGOFX commentary
Aug 17, 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 CWGFX is a Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. UGOFX (456M). UGOFX pays higher dividends than CWGFX: UGOFX (1.56) vs CWGFX (1.42). CWGFX was incepted earlier than UGOFX: CWGFX (24 years) vs UGOFX (17 years). CWGFX (0.80) and UGOFX (0.77) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). CWGFX has a lower initial minimum investment than UGOFX: CWGFX (250) vs UGOFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. UGOFX (10.24). CWGFX return over 5 years is better than : 47.31 vs. UGOFX (24.22).
| CWGFX | UGOFX | CWGFX / UGOFX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.77 | 104% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.446 | 10.980 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 456M | 30,044% |
| Annual Yield % from dividends | 1.42 | 1.56 | 91% |
| Returns for 1 year | 11.40 | 10.24 | 111% |
| Returns for 3 years | 41.09 | 32.91 | 125% |
| Returns for 5 years | 47.31 | 24.22 | 195% |
| Returns for 10 years | 64.09 | 56.05 | 114% |
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