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CWICX vs UGMVX
CWICX vs UGMVX Comparison
Open Charts CWICX vs UGMVX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility
Price$10.76
Change-$1.56 (-12.66%)
VolumeN/A
Net Assets382.08M
CWICX vs UGMVX Comparison Chart in %
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CWICX 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 CWICX is a Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. UGMVX (382M). UGMVX pays higher dividends than CWICX: UGMVX (0.88) vs CWICX (0.78). CWICX was incepted earlier than UGMVX: CWICX (24 years) vs UGMVX (13 years). CWICX (1.53) is less costly to investors than UGMVX (1.15). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than UGMVX: CWICX (250) vs UGMVX (3000). CWICX annual gain was more profitable for investors over the last year : 15.32 vs. UGMVX (-1.37). CWICX return over 5 years is better than : 28.28 vs. UGMVX (1.34).
| CWICX | UGMVX | CWICX / UGMVX | |
| Total Expense Ratio | 1.53 | 0.90 | 170% |
| Annual Report Gross Expense Ratio | 1.53 | 1.15 | 133% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.859 | 3.164 | 154% |
| Front Load | N/A | 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 | 0.78 | 0.88 | 89% |
| Returns for 1 year | 15.32 | -1.37 | -1,117% |
| Returns for 3 years | 39.85 | 25.59 | 156% |
| Returns for 5 years | 28.28 | 1.34 | 2,115% |
| Returns for 10 years | 107.70 | 56.65 | 190% |
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