FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
UGOFX
Price
$12.12
Change
+$0.06 (+0.50%)
Updated
Jul 3 closing price
Net Assets
480.71M
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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$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Global Managed Volatility Instl
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets480.71M
FWGIX vs UGOFX Comparison Chart in %
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FWGIX vs. UGOFX commentary
Jul 07, 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: 136B vs. UGOFX (481M). FWGIX pays higher dividends than UGOFX: FWGIX (1.77) vs UGOFX (1.55). 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 : 10.92 vs. FWGIX (9.74). FWGIX return over 5 years is better than : 54.88 vs. UGOFX (30.51).
FWGIXUGOFXFWGIX / UGOFX
Total Expense Ratio0.410.7059%
Annual Report Gross Expense Ratio0.410.7753%
Fund Existence8 years17 years-
Gain YTD13.7759.982138%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets136B481M28,274%
Annual Yield % from dividends1.771.55114%
Returns for 1 year9.7410.9289%
Returns for 3 years51.5742.84120%
Returns for 5 years54.8830.51180%
Returns for 10 yearsN/A53.97-
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