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FCWGX vs UGOFX
FCWGX vs UGOFX Comparison
Open Charts FCWGX vs UGOFX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility Instl
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets480.71M
FCWGX vs UGOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. UGOFX (481M). FCWGX pays higher dividends than UGOFX: FCWGX (1.68) vs UGOFX (1.55). FCWGX was incepted earlier than UGOFX: FCWGX (5 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). FCWGX has a lower initial minimum investment than UGOFX: FCWGX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 10.92 vs. FCWGX (9.61).
| FCWGX | UGOFX | FCWGX / UGOFX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.52 | 0.77 | 68% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.697 | 9.982 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.68 | 1.55 | 108% |
| Returns for 1 year | 9.61 | 10.92 | 88% |
| Returns for 3 years | 52.90 | 42.84 | 123% |
| Returns for 5 years | N/A | 30.51 | - |
| Returns for 10 years | N/A | 53.97 | - |
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