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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets407.91M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Dec 05, 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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UGOFX (408M). 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 : 12.74 vs. UGOFX (9.65). CWIEX return over 5 years is better than : 42.81 vs. UGOFX (20.17).
| 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 | 22.743 | 16.062 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 408M | 34,804% |
| Annual Yield % from dividends | 1.14 | 1.46 | 78% |
| Returns for 1 year | 12.74 | 9.65 | 132% |
| Returns for 3 years | 50.49 | 40.00 | 126% |
| Returns for 5 years | 42.81 | 20.17 | 212% |
| Returns for 10 years | 99.74 | 66.64 | 150% |
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