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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Global Managed Volatility Instl
Price$12.66
Change-$0.14 (-1.09%)
VolumeN/A
Net Assets419.16M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Nov 14, 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 StrongBuy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. UGOFX (419M). CWIFX (1.49) and UGOFX (1.47) 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 : 13.64 vs. UGOFX (11.14). CWIFX return over 5 years is better than : 49.49 vs. UGOFX (24.33).
| 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 | 21.356 | 16.152 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 419M | 34,368% |
| Annual Yield % from dividends | 1.49 | 1.47 | 101% |
| Returns for 1 year | 13.64 | 11.14 | 122% |
| Returns for 3 years | 55.78 | 44.43 | 126% |
| Returns for 5 years | 49.49 | 24.33 | 203% |
| Returns for 10 years | 107.52 | 71.15 | 151% |
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