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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
FWGIX vs UGMVX Comparison Chart
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FWGIX vs. UGMVX commentary
Jun 16, 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: 131B vs. UGMVX (466M). FWGIX pays higher dividends than UGMVX: FWGIX (1.85) vs UGMVX (1.46). 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 : 9.02 vs. FWGIX (6.71). FWGIX return over 5 years is better than : 53.53 vs. UGMVX (27.28).
| 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 | 9.196 | 6.580 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.85 | 1.46 | 127% |
| Returns for 1 year | 6.71 | 9.02 | 74% |
| Returns for 3 years | 45.29 | 40.69 | 111% |
| Returns for 5 years | 53.53 | 27.28 | 196% |
| Returns for 10 years | N/A | 43.09 | - |
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