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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets457.39M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Sep 08, 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 Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. UGOFX (457M). UGOFX pays higher dividends than CWIEX: UGOFX (1.52) vs CWIEX (1.22). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (17 years). CWIEX (1.00) is less costly to investors than UGOFX (0.77). 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 : 12.87 vs. UGOFX (10.96). CWIEX return over 5 years is better than : 49.15 vs. UGOFX (25.73).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.77 | 130% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.997 | 11.706 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.22 | 1.52 | 80% |
| Returns for 1 year | 12.87 | 10.96 | 117% |
| Returns for 3 years | 54.44 | 46.05 | 118% |
| Returns for 5 years | 49.15 | 25.73 | 191% |
| Returns for 10 years | 94.28 | 66.50 | 142% |
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