FWGIX
Price
$72.01
Change
-$0.47 (-0.65%)
Updated
Jul 28 closing price
Net Assets
137.34B
UGMVX
Price
$11.85
Change
-$0.06 (-0.50%)
Updated
Jul 28 closing price
Net Assets
481.42M
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FWGIX vs UGMVX

Header iconFWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
Victory Global Managed Volatility
Price$11.85
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets481.42M
FWGIX vs UGMVX Comparison Chart in %
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FWGIX vs. UGMVX commentary
Jul 29, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and UGMVX is a Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. UGMVX (481M). FWGIX pays higher dividends than UGMVX: FWGIX (1.77) vs UGMVX (1.41). FWGIX was incepted earlier than UGMVX: FWGIX (9 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). UGMVX has a lower initial minimum investment than FWGIX: UGMVX (3000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. UGMVX (12.80). FWGIX return over 5 years is better than : 53.11 vs. UGMVX (25.77).
FWGIXUGMVXFWGIX / UGMVX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.411.2433%
Fund Existence9 years12 years-
Gain YTD15.23710.380147%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets137B481M28,482%
Annual Yield % from dividends1.771.41125%
Returns for 1 year14.1912.80111%
Returns for 3 years52.3540.34130%
Returns for 5 years53.1125.77206%
Returns for 10 yearsN/A50.46-
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