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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Global Managed Volatility
Price$11.96
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets456.28M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Aug 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UGMVX (456M). UGMVX pays higher dividends than CWIEX: UGMVX (1.42) vs CWIEX (1.25). CWIEX was incepted earlier than UGMVX: CWIEX (23 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 11.15 vs. UGMVX (9.89). CWIEX return over 5 years is better than : 49.58 vs. UGMVX (22.24).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.312 | 10.843 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 456M | 30,044% |
| Annual Yield % from dividends | 1.25 | 1.42 | 88% |
| Returns for 1 year | 11.15 | 9.89 | 113% |
| Returns for 3 years | 41.58 | 31.81 | 131% |
| Returns for 5 years | 49.58 | 22.24 | 223% |
| Returns for 10 years | 81.77 | 52.26 | 156% |
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