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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets457.39M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX 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 CWIAX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. UGMVX (457M). CWIAX (1.43) and UGMVX (1.39) have matching dividends . CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (12 years). UGMVX (1.24) 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 : 13.15 vs. UGMVX (10.73). CWIAX return over 5 years is better than : 50.93 vs. UGMVX (23.76).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 16.202 | 11.585 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.43 | 1.39 | 103% |
| Returns for 1 year | 13.15 | 10.73 | 123% |
| Returns for 3 years | 55.56 | 44.94 | 124% |
| Returns for 5 years | 50.93 | 23.76 | 214% |
| Returns for 10 years | 98.76 | 62.41 | 158% |
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