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FCWGX vs UGMVX
FCWGX vs UGMVX Comparison
Open Charts FCWGX vs UGMVX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility
Price$11.86
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets480.71M
FCWGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B 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). UGMVX annual gain was more profitable for investors over the last year : 10.67 vs. FCWGX (9.61).
| 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 | 13.697 | 9.917 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.68 | 1.41 | 119% |
| Returns for 1 year | 9.61 | 10.67 | 90% |
| Returns for 3 years | 52.90 | 41.81 | 127% |
| Returns for 5 years | N/A | 28.50 | - |
| Returns for 10 years | N/A | 50.32 | - |
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