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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility
Price$12.37
Change-$0.14 (-1.12%)
VolumeN/A
Net Assets414.42M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX 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 CWIFX is a StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. UGMVX (414M). CWIFX pays higher dividends than UGMVX: CWIFX (1.49) vs UGMVX (1.34). 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 : 15.20 vs. UGMVX (10.83). CWIFX return over 5 years is better than : 52.22 vs. UGMVX (22.32).
| 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 | 23.579 | 15.941 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 414M | 34,783% |
| Annual Yield % from dividends | 1.49 | 1.34 | 111% |
| Returns for 1 year | 15.20 | 10.83 | 140% |
| Returns for 3 years | 57.77 | 43.41 | 133% |
| Returns for 5 years | 52.22 | 22.32 | 234% |
| Returns for 10 years | 113.80 | 67.00 | 170% |
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