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FCWGX vs UGOFX
FCWGX vs UGOFX Comparison
Open Charts FCWGX vs UGOFX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility Instl
Price$12.66
Change-$0.14 (-1.09%)
VolumeN/A
Net Assets419.16M
FCWGX vs UGOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. UGOFX (419M). FCWGX pays higher dividends than UGOFX: FCWGX (1.56) vs UGOFX (1.47). FCWGX was incepted earlier than UGOFX: FCWGX (5 years) vs UGOFX (17 years). UGOFX (0.79) is less costly to investors than FCWGX (0.52). UGOFX is a more actively managed with annual turnover of: 37.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than UGOFX: FCWGX (250) vs UGOFX (1000000). FCWGX annual gain was more profitable for investors over the last year : 13.77 vs. UGOFX (11.14). FCWGX return over 5 years is better than : 50.29 vs. UGOFX (24.33).
| FCWGX | UGOFX | FCWGX / UGOFX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.52 | 0.79 | 66% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 21.439 | 16.152 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 419M | 34,368% |
| Annual Yield % from dividends | 1.56 | 1.47 | 106% |
| Returns for 1 year | 13.77 | 11.14 | 124% |
| Returns for 3 years | 56.37 | 44.43 | 127% |
| Returns for 5 years | 50.29 | 24.33 | 207% |
| Returns for 10 years | N/A | 71.15 | - |
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