FCWGX
Price
$72.04
Change
-$0.46 (-0.63%)
Updated
Jul 28 closing price
Net Assets
137.34B
UGMVX
Price
$11.85
Change
-$0.06 (-0.50%)
Updated
Jul 28 closing price
Net Assets
481.42M
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FCWGX vs UGMVX

Header iconFCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc529F2
Price$72.04
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
Victory Global Managed Volatility
Price$11.85
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets481.42M
FCWGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. UGMVX (481M). FCWGX pays higher dividends than UGMVX: FCWGX (1.68) vs UGMVX (1.41). FCWGX was incepted earlier than UGMVX: FCWGX (5 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 14.07 vs. UGMVX (12.80).
FCWGXUGMVXFCWGX / UGMVX
Total Expense Ratio0.520.9058%
Annual Report Gross Expense Ratio0.521.2442%
Fund Existence5 years12 years-
Gain YTD15.15810.380146%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B481M28,482%
Annual Yield % from dividends1.681.41119%
Returns for 1 year14.0712.80110%
Returns for 3 years53.7040.34133%
Returns for 5 yearsN/A25.77-
Returns for 10 yearsN/A50.46-
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