Interact to see
Advertisement
Advertisement
FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Victory Sustainable World Institutional
Price$30.99
Change-$0.40 (-1.27%)
VolumeN/A
Net Assets1.41B
FWGIX vs UIWGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. UIWGX commentary
Jun 16, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. UIWGX (1.41B). FWGIX (1.85) and UIWGX (1.76) have matching dividends . FWGIX was incepted earlier than UIWGX: FWGIX (8 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than FWGIX (0.41). UIWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and UIWGX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. UIWGX (4.90). FWGIX return over 5 years is better than : 53.53 vs. UIWGX (38.35).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | 0.41 | 1.01 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 9.196 | 4.555 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.41B | 9,304% |
| Annual Yield % from dividends | 1.85 | 1.76 | 105% |
| Returns for 1 year | 6.71 | 4.90 | 137% |
| Returns for 3 years | 45.29 | 48.27 | 94% |
| Returns for 5 years | 53.53 | 38.35 | 140% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement