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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$12.51
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets407.91M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Dec 04, 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 CWIFX is a StrongBuy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGMVX (408M). CWIFX pays higher dividends than UGMVX: CWIFX (1.48) vs UGMVX (1.33). CWIFX was incepted earlier than UGMVX: CWIFX (23 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than CWIFX (0.86). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UGMVX: CWIFX (250) vs UGMVX (3000). CWIFX annual gain was more profitable for investors over the last year : 12.79 vs. UGMVX (9.16). CWIFX return over 5 years is better than : 45.56 vs. UGMVX (18.64).
| CWIFX | UGMVX | CWIFX / UGMVX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.15 | 75% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 22.203 | 15.292 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 408M | 34,804% |
| Annual Yield % from dividends | 1.48 | 1.33 | 111% |
| Returns for 1 year | 12.79 | 9.16 | 140% |
| Returns for 3 years | 51.07 | 38.25 | 134% |
| Returns for 5 years | 45.56 | 18.64 | 245% |
| Returns for 10 years | 106.66 | 61.76 | 173% |
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