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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$12.49
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets405.84M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Dec 04, 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 CWIEX is a StrongBuy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UGMVX (406M). UGMVX pays higher dividends than CWIEX: UGMVX (1.33) vs CWIEX (1.14). CWIEX was incepted earlier than UGMVX: CWIEX (24 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than CWIEX (1.00). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UGMVX: CWIEX (250) vs UGMVX (3000). CWIEX annual gain was more profitable for investors over the last year : 12.34 vs. UGMVX (9.16). CWIEX return over 5 years is better than : 42.72 vs. UGMVX (18.64).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.15 | 87% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 21.753 | 15.292 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 406M | 34,975% |
| Annual Yield % from dividends | 1.14 | 1.33 | 86% |
| Returns for 1 year | 12.34 | 9.16 | 135% |
| Returns for 3 years | 49.28 | 38.25 | 129% |
| Returns for 5 years | 42.72 | 18.64 | 229% |
| Returns for 10 years | 98.13 | 61.76 | 159% |
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