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FWGIX vs UGMVX
FWGIX vs UGMVX Comparison
Open Charts FWGIX vs UGMVX
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.
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).
| FWGIX | UGMVX | FWGIX / UGMVX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 15.237 | 10.380 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 481M | 28,482% |
| Annual Yield % from dividends | 1.77 | 1.41 | 125% |
| Returns for 1 year | 14.19 | 12.80 | 111% |
| Returns for 3 years | 52.35 | 40.34 | 130% |
| Returns for 5 years | 53.11 | 25.77 | 206% |
| Returns for 10 years | N/A | 50.46 | - |
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