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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
FWCGX vs UGMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. UGMVX (466M). FWCGX pays higher dividends than UGMVX: FWCGX (1.81) vs UGMVX (1.46). FWCGX was incepted earlier than UGMVX: FWCGX (5 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). FWCGX has a lower initial minimum investment than UGMVX: FWCGX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 9.02 vs. FWCGX (6.64).
| FWCGX | UGMVX | FWCGX / UGMVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.24 | 38% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.155 | 6.580 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.81 | 1.46 | 124% |
| Returns for 1 year | 6.64 | 9.02 | 74% |
| Returns for 3 years | 46.75 | 40.69 | 115% |
| Returns for 5 years | N/A | 27.28 | - |
| Returns for 10 years | N/A | 43.09 | - |
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