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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets394.17M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGMVX (394M). CWIFX pays higher dividends than UGMVX: CWIFX (1.48) vs UGMVX (1.33). 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 : 12.48 vs. UGMVX (-4.10). CWIFX return over 5 years is better than : 34.75 vs. UGMVX (1.64).
| 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 | 14.543 | -2.410 | -604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.48 | 1.33 | 111% |
| Returns for 1 year | 12.48 | -4.10 | -305% |
| Returns for 3 years | 46.67 | 29.38 | 159% |
| Returns for 5 years | 34.75 | 1.64 | 2,123% |
| Returns for 10 years | 98.10 | 37.91 | 259% |
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