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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets394.17M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UGMVX (394M). CWIAX (1.35) and UGMVX (1.33) 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 : 12.35 vs. UGMVX (-4.10). CWIAX return over 5 years is better than : 33.75 vs. UGMVX (1.64).
| 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 | 14.414 | -2.410 | -598% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.35 | 1.33 | 101% |
| Returns for 1 year | 12.35 | -4.10 | -301% |
| Returns for 3 years | 46.06 | 29.38 | 157% |
| Returns for 5 years | 33.75 | 1.64 | 2,062% |
| Returns for 10 years | 94.37 | 37.91 | 249% |
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