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CWGFX vs UGOFX
CWGFX vs UGOFX Comparison
Open Charts CWGFX vs UGOFX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets457.39M
CWGFX vs UGOFX Comparison Chart in %
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CWGFX vs. UGOFX commentary
Sep 08, 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: 138B vs. UGOFX (457M). UGOFX pays higher dividends than CWGFX: UGOFX (1.52) vs CWGFX (1.39). CWGFX was incepted earlier than UGOFX: CWGFX (25 years) vs UGOFX (17 years). CWGFX (0.80) and UGOFX (0.77) have similar cost to investors . UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWGFX (27.00). 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 : 13.11 vs. UGOFX (10.96). CWGFX return over 5 years is better than : 46.91 vs. UGOFX (25.73).
| CWGFX | UGOFX | CWGFX / UGOFX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.77 | 104% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 16.146 | 11.706 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.39 | 1.52 | 91% |
| Returns for 1 year | 13.11 | 10.96 | 120% |
| Returns for 3 years | 53.92 | 46.05 | 117% |
| Returns for 5 years | 46.91 | 25.73 | 182% |
| Returns for 10 years | 75.40 | 66.50 | 113% |
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