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$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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 13.775 | 9.982 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 481M | 28,274% |
| Annual Yield % from dividends | 1.77 | 1.55 | 114% |
| Returns for 1 year | 9.74 | 10.92 | 89% |
| Returns for 3 years | 51.57 | 42.84 | 120% |
| Returns for 5 years | 54.88 | 30.51 | 180% |
| Returns for 10 years | N/A | 53.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFSG | 26.56 | 0.30 | +1.15% |
| MFS Active Growth ETF | |||
| FLC | 17.09 | 0.06 | +0.35% |
| Flaherty & Crumrine Total Return Fund | |||
| FMHI | 46.79 | 0.06 | +0.12% |
| First Trust Municipal High Income ETF | |||
| HYG | 80.37 | 0.05 | +0.06% |
| iShares iBoxx $ High Yield Corp Bd ETF | |||
| XRLV | 55.02 | N/A | N/A |
| Invesco S&P 500® ex-Rate Snsv LowVol ETF | |||