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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility
Price$12.26
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets466.09M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Oct 18, 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 Hold and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UGMVX (466M). UGMVX pays higher dividends than CWIEX: UGMVX (1.35) vs CWIEX (1.17). 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 : 10.48 vs. UGMVX (8.43). CWIEX return over 5 years is better than : 52.18 vs. UGMVX (23.79).
| 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 | 19.725 | 13.624 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.17 | 1.35 | 87% |
| Returns for 1 year | 10.48 | 8.43 | 124% |
| Returns for 3 years | 66.72 | 53.18 | 125% |
| Returns for 5 years | 52.18 | 23.79 | 219% |
| Returns for 10 years | 95.26 | 60.32 | 158% |
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