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FWCGX vs UGOFX
FWCGX vs UGOFX Comparison
Open Charts FWCGX vs UGOFX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility Instl
Price$11.76
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets466.32M
FWCGX vs UGOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. UGOFX (466M). FWCGX pays higher dividends than UGOFX: FWCGX (1.81) vs UGOFX (1.60). 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 : 9.30 vs. FWCGX (6.64).
| 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 | 9.155 | 6.715 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.81 | 1.60 | 113% |
| Returns for 1 year | 6.64 | 9.30 | 71% |
| Returns for 3 years | 46.75 | 41.90 | 112% |
| Returns for 5 years | N/A | 29.32 | - |
| Returns for 10 years | N/A | 46.54 | - |
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