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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Global Managed Volatility
Price$11.96
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets456.28M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Aug 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. UGMVX (456M). CWIFX pays higher dividends than UGMVX: CWIFX (1.60) vs UGMVX (1.42). 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). CWIFX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). 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 : 11.58 vs. UGMVX (9.89). CWIFX return over 5 years is better than : 52.56 vs. UGMVX (22.24).
| 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 | 15.587 | 10.843 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 456M | 30,044% |
| Annual Yield % from dividends | 1.60 | 1.42 | 113% |
| Returns for 1 year | 11.58 | 9.89 | 117% |
| Returns for 3 years | 43.22 | 31.81 | 136% |
| Returns for 5 years | 52.56 | 22.24 | 236% |
| Returns for 10 years | 89.56 | 52.26 | 171% |
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