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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.23
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets456.28M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Aug 17, 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 UGOFX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. UGOFX (456M). WGIFX pays higher dividends than UGOFX: WGIFX (1.67) vs UGOFX (1.56). UGOFX was incepted earlier than WGIFX: UGOFX (17 years) vs WGIFX (17 years). UGOFX (0.77) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). WGIFX has a lower initial minimum investment than UGOFX: WGIFX (250) vs UGOFX (1000000). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. UGOFX (10.24). WGIFX return over 5 years is better than : 48.82 vs. UGOFX (24.22).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | 0.70 | 0.52 | 135% |
| Annual Report Gross Expense Ratio | 0.77 | 0.52 | 148% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.980 | 15.635 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 137B | 0% |
| Annual Yield % from dividends | 1.56 | 1.67 | 93% |
| Returns for 1 year | 10.24 | 11.69 | 88% |
| Returns for 3 years | 32.91 | 42.11 | 78% |
| Returns for 5 years | 24.22 | 48.82 | 50% |
| Returns for 10 years | 56.05 | 65.73 | 85% |
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