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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility
Price$12.37
Change-$0.14 (-1.12%)
VolumeN/A
Net Assets414.42M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. UGMVX (414M). UGMVX pays higher dividends than CWIEX: UGMVX (1.34) vs CWIEX (1.15). 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 : 14.74 vs. UGMVX (10.83). CWIEX return over 5 years is better than : 49.27 vs. UGMVX (22.32).
| 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 | 23.158 | 15.941 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 414M | 34,783% |
| Annual Yield % from dividends | 1.15 | 1.34 | 85% |
| Returns for 1 year | 14.74 | 10.83 | 136% |
| Returns for 3 years | 55.93 | 43.41 | 129% |
| Returns for 5 years | 49.27 | 22.32 | 221% |
| Returns for 10 years | 105.00 | 67.00 | 157% |
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