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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Victory Global Managed Volatility Instl
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets466.09M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. UGOFX (466M). CWIFX (1.53) and UGOFX (1.48) 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 : 10.94 vs. UGOFX (8.70). CWIFX return over 5 years is better than : 55.22 vs. UGOFX (25.84).
| 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 | 20.108 | 13.793 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 466M | 30,258% |
| Annual Yield % from dividends | 1.53 | 1.48 | 103% |
| Returns for 1 year | 10.94 | 8.70 | 126% |
| Returns for 3 years | 68.69 | 54.30 | 127% |
| Returns for 5 years | 55.22 | 25.84 | 214% |
| Returns for 10 years | 103.66 | 64.30 | 161% |
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