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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets394.17M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Dec 27, 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 UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UGOFX (394M). UGOFX pays higher dividends than CWIEX: UGOFX (1.46) vs CWIEX (1.14). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (17 years). CWIEX (1.00) is less costly to investors than UGOFX (0.79). UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UGOFX: CWIEX (250) vs UGOFX (1000000). CWIEX annual gain was more profitable for investors over the last year : 12.16 vs. UGOFX (-3.57). CWIEX return over 5 years is better than : 32.24 vs. UGOFX (3.58).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.79 | 127% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.199 | -1.906 | -745% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.14 | 1.46 | 78% |
| Returns for 1 year | 12.16 | -3.57 | -341% |
| Returns for 3 years | 45.09 | 30.72 | 147% |
| Returns for 5 years | 32.24 | 3.58 | 900% |
| Returns for 10 years | 90.09 | 41.90 | 215% |
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