Interact to see
Advertisement
Advertisement
FWGIX vs UGOFX
FWGIX vs UGOFX Comparison
Open Charts FWGIX vs UGOFX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility Instl
Price$11.76
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets466.32M
FWGIX vs UGOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. UGOFX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. UGOFX (466M). FWGIX pays higher dividends than UGOFX: FWGIX (1.85) vs UGOFX (1.60). FWGIX was incepted earlier than UGOFX: FWGIX (8 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. UGOFX annual gain was more profitable for investors over the last year : 9.30 vs. FWGIX (6.71). FWGIX return over 5 years is better than : 53.53 vs. UGOFX (29.32).
| FWGIX | UGOFX | FWGIX / UGOFX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.41 | 0.77 | 53% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.196 | 6.715 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.85 | 1.60 | 116% |
| Returns for 1 year | 6.71 | 9.30 | 72% |
| Returns for 3 years | 45.29 | 41.90 | 108% |
| Returns for 5 years | 53.53 | 29.32 | 183% |
| Returns for 10 years | N/A | 46.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers