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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Victory Global Managed Volatility
Price$12.26
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets466.09M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Oct 18, 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 Hold and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. UGMVX (466M). CWIFX pays higher dividends than UGMVX: CWIFX (1.53) vs UGMVX (1.35). 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 : 10.94 vs. UGMVX (8.43). CWIFX return over 5 years is better than : 55.22 vs. UGMVX (23.79).
| 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 | 20.108 | 13.624 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.53 | 1.35 | 113% |
| Returns for 1 year | 10.94 | 8.43 | 130% |
| Returns for 3 years | 68.69 | 53.18 | 129% |
| Returns for 5 years | 55.22 | 23.79 | 232% |
| Returns for 10 years | 103.66 | 60.32 | 172% |
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