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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.66
Change-$0.14 (-1.09%)
VolumeN/A
Net Assets419.16M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. UGOFX (419M). WGIFX pays higher dividends than UGOFX: WGIFX (1.56) vs UGOFX (1.47). UGOFX was incepted earlier than WGIFX: UGOFX (17 years) vs WGIFX (17 years). UGOFX (0.79) is less costly to investors than WGIFX (0.52). UGOFX is a more actively managed with annual turnover of: 37.00 vs. WGIFX (27.00). 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 : 15.32 vs. UGOFX (11.14). WGIFX return over 5 years is better than : 49.19 vs. UGOFX (24.33).
| UGOFX | WGIFX | UGOFX / WGIFX | |
| Total Expense Ratio | 0.70 | 0.52 | 135% |
| Annual Report Gross Expense Ratio | 0.79 | 0.52 | 152% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 16.152 | 23.660 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 144B | 0% |
| Annual Yield % from dividends | 1.47 | 1.56 | 95% |
| Returns for 1 year | 11.14 | 15.32 | 73% |
| Returns for 3 years | 44.43 | 57.23 | 78% |
| Returns for 5 years | 24.33 | 49.19 | 49% |
| Returns for 10 years | 71.15 | 87.75 | 81% |
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