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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility
Price$12.37
Change-$0.14 (-1.12%)
VolumeN/A
Net Assets414.42M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX 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 CWIAX is a StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. UGMVX (414M). CWIAX (1.36) and UGMVX (1.34) have matching dividends . CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than CWIAX (0.78). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UGMVX: CWIAX (250) vs UGMVX (3000). CWIAX annual gain was more profitable for investors over the last year : 15.02 vs. UGMVX (10.83). CWIAX return over 5 years is better than : 51.04 vs. UGMVX (22.32).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.15 | 68% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 23.425 | 15.941 | 147% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 414M | 34,783% |
| Annual Yield % from dividends | 1.36 | 1.34 | 101% |
| Returns for 1 year | 15.02 | 10.83 | 139% |
| Returns for 3 years | 57.07 | 43.41 | 131% |
| Returns for 5 years | 51.04 | 22.32 | 229% |
| Returns for 10 years | 109.69 | 67.00 | 164% |
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