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FCWGX vs UGOFX
FCWGX vs UGOFX Comparison
Open Charts FCWGX vs UGOFX
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets407.91M
FCWGX vs UGOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. UGOFX (408M). FCWGX pays higher dividends than UGOFX: FCWGX (1.55) vs UGOFX (1.46). 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 : 13.31 vs. UGOFX (9.65). FCWGX return over 5 years is better than : 46.42 vs. UGOFX (20.17).
| 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 | 23.287 | 16.062 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 408M | 34,804% |
| Annual Yield % from dividends | 1.55 | 1.46 | 106% |
| Returns for 1 year | 13.31 | 9.65 | 138% |
| Returns for 3 years | 52.84 | 40.00 | 132% |
| Returns for 5 years | 46.42 | 20.17 | 230% |
| Returns for 10 years | N/A | 66.64 | - |
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