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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Victory Global Managed Volatility Instl
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets466.09M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UGOFX (466M). UGOFX pays higher dividends than CWIEX: UGOFX (1.48) vs CWIEX (1.17). 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 : 10.48 vs. UGOFX (8.70). CWIEX return over 5 years is better than : 52.18 vs. UGOFX (25.84).
| 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 | 19.725 | 13.793 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.17 | 1.48 | 79% |
| Returns for 1 year | 10.48 | 8.70 | 121% |
| Returns for 3 years | 66.72 | 54.30 | 123% |
| Returns for 5 years | 52.18 | 25.84 | 202% |
| Returns for 10 years | 95.26 | 64.30 | 148% |
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