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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Global Managed Volatility
Price$11.96
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets456.28M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Aug 17, 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: 137B vs. UGMVX (456M). CWIAX (1.46) and UGMVX (1.42) 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). CWIAX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 11.41 vs. UGMVX (9.89). CWIAX return over 5 years is better than : 51.32 vs. UGMVX (22.24).
| 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 | 15.485 | 10.843 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 456M | 30,044% |
| Annual Yield % from dividends | 1.46 | 1.42 | 103% |
| Returns for 1 year | 11.41 | 9.89 | 115% |
| Returns for 3 years | 42.58 | 31.81 | 134% |
| Returns for 5 years | 51.32 | 22.24 | 231% |
| Returns for 10 years | 85.94 | 52.26 | 164% |
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