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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
American Funds Capital World Gr&Inc F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility
Price$12.37
Change-$0.14 (-1.12%)
VolumeN/A
Net Assets414.42M
FWGIX vs UGMVX Comparison Chart in %
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FWGIX vs. UGMVX commentary
Nov 14, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 144B vs. UGMVX (414M). FWGIX pays higher dividends than UGMVX: FWGIX (1.65) vs UGMVX (1.34). FWGIX was incepted earlier than UGMVX: FWGIX (9 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than FWGIX (0.41). UGMVX is a more actively managed with annual turnover of: 37.00 vs. FWGIX (27.00). 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 : 15.44 vs. UGMVX (10.83). FWGIX return over 5 years is better than : 49.80 vs. UGMVX (22.32).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.15 | 36% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 23.787 | 15.941 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 414M | 34,783% |
| Annual Yield % from dividends | 1.65 | 1.34 | 123% |
| Returns for 1 year | 15.44 | 10.83 | 143% |
| Returns for 3 years | 57.71 | 43.41 | 133% |
| Returns for 5 years | 49.80 | 22.32 | 223% |
| Returns for 10 years | N/A | 67.00 | - |
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