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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets457.39M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Sep 08, 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. UGMVX (457M). CWIFX pays higher dividends than UGMVX: CWIFX (1.57) vs UGMVX (1.39). CWIFX was incepted earlier than UGMVX: CWIFX (23 years) vs UGMVX (12 years). UGMVX (1.24) 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 : 13.31 vs. UGMVX (10.73). CWIFX return over 5 years is better than : 52.14 vs. UGMVX (23.76).
| CWIFX | UGMVX | CWIFX / UGMVX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 16.304 | 11.585 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.57 | 1.39 | 113% |
| Returns for 1 year | 13.31 | 10.73 | 124% |
| Returns for 3 years | 56.25 | 44.94 | 125% |
| Returns for 5 years | 52.14 | 23.76 | 219% |
| Returns for 10 years | 102.66 | 62.41 | 164% |
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