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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility Instl
Price$11.05
Change-$1.55 (-12.30%)
VolumeN/A
Net Assets377.47M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX 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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UGOFX (377M). CWIEX pays higher dividends than UGOFX: CWIEX (1.24) vs UGOFX (0.99). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (18 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 : 15.93 vs. UGOFX (-0.74). CWIEX return over 5 years is better than : 31.71 vs. UGOFX (3.41).
| 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 | 18 years | - |
| Gain YTD | 4.913 | 3.271 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.24 | 0.99 | 125% |
| Returns for 1 year | 15.93 | -0.74 | -2,162% |
| Returns for 3 years | 42.06 | 27.11 | 155% |
| Returns for 5 years | 31.71 | 3.41 | 929% |
| Returns for 10 years | 119.07 | 61.28 | 194% |
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