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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$75.43
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility
Price$12.26
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets466.09M
FCWGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 141B vs. UGMVX (466M). FCWGX pays higher dividends than UGMVX: FCWGX (1.60) vs UGMVX (1.35). 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 : 11.08 vs. UGMVX (8.43).
| 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 | 20.196 | 13.624 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.60 | 1.35 | 118% |
| Returns for 1 year | 11.08 | 8.43 | 131% |
| Returns for 3 years | 69.36 | 53.18 | 130% |
| Returns for 5 years | N/A | 23.79 | - |
| Returns for 10 years | N/A | 60.32 | - |
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