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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
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).
| FCWGX | UGMVX | FCWGX / UGMVX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.24 | 42% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 15.158 | 10.380 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.68 | 1.41 | 119% |
| Returns for 1 year | 14.07 | 12.80 | 110% |
| Returns for 3 years | 53.70 | 40.34 | 133% |
| Returns for 5 years | N/A | 25.77 | - |
| Returns for 10 years | N/A | 50.46 | - |
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