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CWICX vs UGOFX
CWICX vs UGOFX Comparison
Open Charts CWICX vs UGOFX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility Instl
Price$11.05
Change-$1.55 (-12.30%)
VolumeN/A
Net Assets377.47M
CWICX vs UGOFX Comparison Chart in %
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CWICX vs. UGOFX 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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. UGOFX (377M). UGOFX pays higher dividends than CWICX: UGOFX (0.99) vs CWICX (0.78). CWICX was incepted earlier than UGOFX: CWICX (24 years) vs UGOFX (18 years). CWICX (1.53) is less costly to investors than UGOFX (0.79). UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than UGOFX: CWICX (250) vs UGOFX (1000000). CWICX annual gain was more profitable for investors over the last year : 15.32 vs. UGOFX (-0.74). CWICX return over 5 years is better than : 28.28 vs. UGOFX (3.41).
| CWICX | UGOFX | CWICX / UGOFX | |
| Total Expense Ratio | 1.53 | 0.70 | 219% |
| Annual Report Gross Expense Ratio | 1.53 | 0.79 | 194% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.859 | 3.271 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 0.78 | 0.99 | 79% |
| Returns for 1 year | 15.32 | -0.74 | -2,080% |
| Returns for 3 years | 39.85 | 27.11 | 147% |
| Returns for 5 years | 28.28 | 3.41 | 829% |
| Returns for 10 years | 107.70 | 61.28 | 176% |
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