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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
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
FWGIX vs UGMVX Comparison Chart in %
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FWGIX vs. UGMVX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. UGMVX (481M). FWGIX pays higher dividends than UGMVX: FWGIX (1.77) vs UGMVX (1.41). FWGIX was incepted earlier than UGMVX: FWGIX (8 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). UGMVX annual gain was more profitable for investors over the last year : 10.67 vs. FWGIX (9.74). FWGIX return over 5 years is better than : 54.88 vs. UGMVX (28.50).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 13.775 | 9.917 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.77 | 1.41 | 125% |
| Returns for 1 year | 9.74 | 10.67 | 91% |
| Returns for 3 years | 51.57 | 41.81 | 123% |
| Returns for 5 years | 54.88 | 28.50 | 193% |
| Returns for 10 years | N/A | 50.32 | - |
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