Interact to see
Advertisement
Advertisement
CWICX vs UGMVX
CWICX vs UGMVX Comparison
Open Charts CWICX vs UGMVX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets394.17M
CWICX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX 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 CWICX is a Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. UGMVX (394M). UGMVX pays higher dividends than CWICX: UGMVX (1.33) vs CWICX (0.69). CWICX was incepted earlier than UGMVX: CWICX (24 years) vs UGMVX (12 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 : 11.71 vs. UGMVX (-4.10). CWICX return over 5 years is better than : 28.96 vs. UGMVX (1.64).
| 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 | 12 years | - |
| Gain YTD | 13.763 | -2.410 | -571% |
| Front Load | N/A | 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 | 0.69 | 1.33 | 52% |
| Returns for 1 year | 11.71 | -4.10 | -286% |
| Returns for 3 years | 43.00 | 29.38 | 146% |
| Returns for 5 years | 28.96 | 1.64 | 1,770% |
| Returns for 10 years | 80.48 | 37.91 | 212% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FARX | 27.79 | 0.17 | +0.62% |
| Frontier Asset Absolute Return ETF | |||
| HAP | 60.70 | 0.29 | +0.48% |
| VanEck Natural Resources ETF | |||
| EOI | 20.57 | 0.06 | +0.29% |
| Eaton Vance Enhanced Equity Income Fund | |||
| BSV | 78.79 | 0.05 | +0.06% |
| Vanguard Short-Term Bond ETF | |||
| SCDL | 37.75 | N/A | N/A |
| ETRACS 2x Leveraged US Div Fctr TR ETN | |||