Interact to see
Advertisement
Advertisement
CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility
Price$10.76
Change-$1.56 (-12.66%)
VolumeN/A
Net Assets382.08M
CWIAX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. UGMVX commentary
Feb 04, 2026
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 Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UGMVX (382M). CWIAX pays higher dividends than UGMVX: CWIAX (1.45) vs UGMVX (0.88). CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (13 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 : 16.21 vs. UGMVX (-1.37). CWIAX return over 5 years is better than : 33.28 vs. UGMVX (1.34).
| 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 | 13 years | - |
| Gain YTD | 4.934 | 3.164 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 382M | 37,173% |
| Annual Yield % from dividends | 1.45 | 0.88 | 164% |
| Returns for 1 year | 16.21 | -1.37 | -1,181% |
| Returns for 3 years | 43.10 | 25.59 | 168% |
| Returns for 5 years | 33.28 | 1.34 | 2,489% |
| Returns for 10 years | 124.19 | 56.65 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWAX | 94.09 | 0.08 | +0.09% |
| American Funds New World R1 | |||
| ETIDX | 20.07 | -0.01 | -0.05% |
| Eventide Dividend Growth I | |||
| JIAGX | 9.71 | -0.01 | -0.10% |
| JHancock Multi-Asset High Income C | |||
| FTZIX | 66.42 | -0.21 | -0.32% |
| FullerThaler Behavrl Uncnstd Eq | |||
| GSPAX | 18.47 | -0.12 | -0.65% |
| Goldman Sachs US Eq Div and Premium A | |||