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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility
Price$12.37
Change-$0.14 (-1.12%)
VolumeN/A
Net Assets414.42M
FCWGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. UGMVX (414M). FCWGX pays higher dividends than UGMVX: FCWGX (1.56) vs UGMVX (1.34). FCWGX was incepted earlier than UGMVX: FCWGX (5 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than FCWGX (0.52). UGMVX is a more actively managed with annual turnover of: 37.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than UGMVX: FCWGX (250) vs UGMVX (3000). FCWGX annual gain was more profitable for investors over the last year : 15.32 vs. UGMVX (10.83). FCWGX return over 5 years is better than : 53.05 vs. UGMVX (22.32).
| FCWGX | UGMVX | FCWGX / UGMVX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.15 | 45% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 23.670 | 15.941 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 414M | 34,783% |
| Annual Yield % from dividends | 1.56 | 1.34 | 116% |
| Returns for 1 year | 15.32 | 10.83 | 141% |
| Returns for 3 years | 58.35 | 43.41 | 134% |
| Returns for 5 years | 53.05 | 22.32 | 238% |
| Returns for 10 years | N/A | 67.00 | - |
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