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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets394.17M
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Dec 28, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. UGOFX (394M). WGIFX pays higher dividends than UGOFX: WGIFX (1.55) vs UGOFX (1.46). 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 : 12.59 vs. UGOFX (-3.57). WGIFX return over 5 years is better than : 32.43 vs. UGOFX (3.58).
| 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 | -1.906 | 14.629 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 142B | 0% |
| Annual Yield % from dividends | 1.46 | 1.55 | 95% |
| Returns for 1 year | -3.57 | 12.59 | -28% |
| Returns for 3 years | 30.72 | 47.17 | 65% |
| Returns for 5 years | 3.58 | 32.43 | 11% |
| Returns for 10 years | 41.90 | 75.18 | 56% |
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