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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility
Price$10.76
Change-$1.56 (-12.66%)
VolumeN/A
Net Assets382.08M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX 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 CWIEX is a Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UGMVX (382M). CWIEX pays higher dividends than UGMVX: CWIEX (1.24) vs UGMVX (0.88). CWIEX was incepted earlier than UGMVX: CWIEX (24 years) vs UGMVX (13 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 : 15.93 vs. UGMVX (-1.37). CWIEX return over 5 years is better than : 31.71 vs. UGMVX (1.34).
| 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 | 13 years | - |
| Gain YTD | 4.913 | 3.164 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 382M | 37,173% |
| Annual Yield % from dividends | 1.24 | 0.88 | 141% |
| Returns for 1 year | 15.93 | -1.37 | -1,161% |
| Returns for 3 years | 42.06 | 25.59 | 164% |
| Returns for 5 years | 31.71 | 1.34 | 2,371% |
| Returns for 10 years | 119.07 | 56.65 | 210% |
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