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FWCGX vs UGMVX
FWCGX vs UGMVX Comparison
Open Charts FWCGX vs UGMVX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility
Price$11.86
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets480.71M
FWCGX vs UGMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. UGMVX (481M). FWCGX pays higher dividends than UGMVX: FWCGX (1.73) vs UGMVX (1.41). 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 : 10.67 vs. FWCGX (9.68).
| 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 | 13.732 | 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 | 1.73 | 1.41 | 122% |
| Returns for 1 year | 9.68 | 10.67 | 91% |
| Returns for 3 years | 53.08 | 41.81 | 127% |
| Returns for 5 years | N/A | 28.50 | - |
| Returns for 10 years | N/A | 50.32 | - |
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