Interact to see
Advertisement
Advertisement
UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets407.91M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
UGOFX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGOFX vs. WGIFX commentary
Dec 05, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. UGOFX (408M). 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 : 13.31 vs. UGOFX (9.65). WGIFX return over 5 years is better than : 42.72 vs. UGOFX (20.17).
| 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 | 16.062 | 23.277 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 142B | 0% |
| Annual Yield % from dividends | 1.46 | 1.55 | 95% |
| Returns for 1 year | 9.65 | 13.31 | 73% |
| Returns for 3 years | 40.00 | 51.76 | 77% |
| Returns for 5 years | 20.17 | 42.72 | 47% |
| Returns for 10 years | 66.64 | 82.92 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers