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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility
Price$10.76
Change-$1.56 (-12.66%)
VolumeN/A
Net Assets382.08M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX 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 CWIFX is a Buy and UGMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGMVX (382M). CWIFX pays higher dividends than UGMVX: CWIFX (1.59) vs UGMVX (0.88). CWIFX was incepted earlier than UGMVX: CWIFX (23 years) vs UGMVX (13 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 : 16.37 vs. UGMVX (-1.37). CWIFX return over 5 years is better than : 34.32 vs. UGMVX (1.34).
| 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 | 13 years | - |
| Gain YTD | 4.948 | 3.164 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 382M | 37,173% |
| Annual Yield % from dividends | 1.59 | 0.88 | 180% |
| Returns for 1 year | 16.37 | -1.37 | -1,193% |
| Returns for 3 years | 43.74 | 25.59 | 171% |
| Returns for 5 years | 34.32 | 1.34 | 2,566% |
| Returns for 10 years | 128.46 | 56.65 | 227% |
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