Interact to see
Advertisement
Advertisement
CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets394.17M
CWIFX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UGOFX commentary
Dec 27, 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 UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGOFX (394M). CWIFX (1.48) and UGOFX (1.46) have matching dividends . CWIFX was incepted earlier than UGOFX: CWIFX (23 years) vs UGOFX (17 years). CWIFX (0.86) is less costly to investors than UGOFX (0.79). UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UGOFX: CWIFX (250) vs UGOFX (1000000). CWIFX annual gain was more profitable for investors over the last year : 12.48 vs. UGOFX (-3.57). CWIFX return over 5 years is better than : 34.75 vs. UGOFX (3.58).
| CWIFX | UGOFX | CWIFX / UGOFX | |
| Total Expense Ratio | 0.86 | 0.70 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.79 | 109% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.543 | -1.906 | -763% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.48 | 1.46 | 102% |
| Returns for 1 year | 12.48 | -3.57 | -350% |
| Returns for 3 years | 46.67 | 30.72 | 152% |
| Returns for 5 years | 34.75 | 3.58 | 970% |
| Returns for 10 years | 98.10 | 41.90 | 234% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GIFFX | 23.05 | 0.02 | +0.09% |
| Invesco Growth and Income R6 | |||
| IFACX | 25.76 | 0.02 | +0.08% |
| American Funds Income Fund of Amer C | |||
| WFALX | 18.28 | N/A | N/A |
| Allspring Index Asset Allocation C | |||
| TMCAX | 11.56 | -0.01 | -0.09% |
| RBC SMID Cap Growth A | |||
| STSGX | 12.33 | -0.04 | -0.32% |
| American Beacon Stephens Sm Cp Gr Inv | |||