FWCGX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
UGOFX
Price
$12.12
Change
+$0.06 (+0.50%)
Updated
Jul 3 closing price
Net Assets
480.71M
Interact to see
Advertisement

FWCGX vs UGOFX

Header iconFWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFXBanner chart's image
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility Instl
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets480.71M
FWCGX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. UGOFX (481M). FWCGX pays higher dividends than UGOFX: FWCGX (1.73) vs UGOFX (1.55). FWCGX was incepted earlier than UGOFX: FWCGX (5 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). FWCGX has a lower initial minimum investment than UGOFX: FWCGX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 10.92 vs. FWCGX (9.68).
FWCGXUGOFXFWCGX / UGOFX
Total Expense Ratio0.470.7067%
Annual Report Gross Expense Ratio0.470.7761%
Fund Existence5 years17 years-
Gain YTD13.7329.982138%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B481M28,274%
Annual Yield % from dividends1.731.55112%
Returns for 1 year9.6810.9289%
Returns for 3 years53.0842.84124%
Returns for 5 yearsN/A30.51-
Returns for 10 yearsN/A53.97-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MFSG26.560.30
+1.15%
MFS Active Growth ETF
FLC17.090.06
+0.35%
Flaherty & Crumrine Total Return Fund
FMHI46.790.06
+0.12%
First Trust Municipal High Income ETF
HYG80.370.05
+0.06%
iShares iBoxx $ High Yield Corp Bd ETF
XRLV55.02N/A
N/A
Invesco S&P 500® ex-Rate Snsv LowVol ETF