FWGIX
Price
$72.48
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
UGOFX
Price
$12.17
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
481.42M
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FWGIX vs UGOFX

Header iconFWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Victory Global Managed Volatility Instl
Price$12.17
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets481.42M
FWGIX vs UGOFX Comparison Chart in %
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FWGIX vs. UGOFX commentary
Jul 28, 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 UGOFX is a Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. UGOFX (481M). FWGIX pays higher dividends than UGOFX: FWGIX (1.77) vs UGOFX (1.55). FWGIX was incepted earlier than UGOFX: FWGIX (9 years) vs UGOFX (17 years). UGOFX (0.77) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). FWGIX (1000000) and UGOFX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. UGOFX (13.00). FWGIX return over 5 years is better than : 53.11 vs. UGOFX (27.77).
FWGIXUGOFXFWGIX / UGOFX
Total Expense Ratio0.410.7059%
Annual Report Gross Expense Ratio0.410.7753%
Fund Existence9 years17 years-
Gain YTD15.23710.436146%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets137B481M28,482%
Annual Yield % from dividends1.771.55114%
Returns for 1 year14.1913.00109%
Returns for 3 years52.3541.38127%
Returns for 5 years53.1127.77191%
Returns for 10 yearsN/A54.11-
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