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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility
Price$12.26
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets466.09M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Oct 18, 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 Hold and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. UGMVX (466M). CWIAX (1.39) and UGMVX (1.35) 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 : 10.77 vs. UGMVX (8.43). CWIAX return over 5 years is better than : 54.01 vs. UGMVX (23.79).
| 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 | 19.974 | 13.624 | 147% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.39 | 1.35 | 103% |
| Returns for 1 year | 10.77 | 8.43 | 128% |
| Returns for 3 years | 67.94 | 53.18 | 128% |
| Returns for 5 years | 54.01 | 23.79 | 227% |
| Returns for 10 years | 99.76 | 60.32 | 165% |
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