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UGOFX vs WGIFX
UGOFX vs WGIFX Comparison
Open Charts UGOFX vs WGIFX
Victory Global Managed Volatility Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets457.39M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
UGOFX vs WGIFX Comparison Chart in %
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UGOFX vs. WGIFX commentary
Sep 08, 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: 138B vs. UGOFX (457M). WGIFX pays higher dividends than UGOFX: WGIFX (1.64) vs UGOFX (1.52). 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). 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 : 13.44 vs. UGOFX (10.96). WGIFX return over 5 years is better than : 48.42 vs. UGOFX (25.73).
| 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 | 11.706 | 16.367 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 138B | 0% |
| Annual Yield % from dividends | 1.52 | 1.64 | 93% |
| Returns for 1 year | 10.96 | 13.44 | 82% |
| Returns for 3 years | 46.05 | 55.06 | 84% |
| Returns for 5 years | 25.73 | 48.42 | 53% |
| Returns for 10 years | 66.50 | 77.16 | 86% |
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