Interact to see
Advertisement
Advertisement
CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility Instl
Price$12.66
Change-$0.14 (-1.09%)
VolumeN/A
Net Assets419.16M
CWIEX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UGOFX 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. UGOFX (419M). UGOFX pays higher dividends than CWIEX: UGOFX (1.47) vs CWIEX (1.15). 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 : 13.18 vs. UGOFX (11.14). CWIEX return over 5 years is better than : 46.58 vs. UGOFX (24.33).
| 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 | 20.939 | 16.152 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 419M | 34,368% |
| Annual Yield % from dividends | 1.15 | 1.47 | 78% |
| Returns for 1 year | 13.18 | 11.14 | 118% |
| Returns for 3 years | 53.98 | 44.43 | 122% |
| Returns for 5 years | 46.58 | 24.33 | 191% |
| Returns for 10 years | 99.00 | 71.15 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers