Interact to see
Advertisement
Advertisement
FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
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
VS
VS
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).
| FWCGX | UGOFX | FWCGX / UGOFX | |
| Total Expense Ratio | 0.47 | 0.70 | 67% |
| Annual Report Gross Expense Ratio | 0.47 | 0.77 | 61% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.732 | 9.982 | 138% |
| 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 | 1.73 | 1.55 | 112% |
| Returns for 1 year | 9.68 | 10.92 | 89% |
| Returns for 3 years | 53.08 | 42.84 | 124% |
| Returns for 5 years | N/A | 30.51 | - |
| Returns for 10 years | N/A | 53.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFSG | 26.56 | 0.30 | +1.15% |
| MFS Active Growth ETF | |||
| FLC | 17.09 | 0.06 | +0.35% |
| Flaherty & Crumrine Total Return Fund | |||
| FMHI | 46.79 | 0.06 | +0.12% |
| First Trust Municipal High Income ETF | |||
| HYG | 80.37 | 0.05 | +0.06% |
| iShares iBoxx $ High Yield Corp Bd ETF | |||
| XRLV | 55.02 | N/A | N/A |
| Invesco S&P 500® ex-Rate Snsv LowVol ETF | |||