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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Global Managed Volatility Instl
Price$11.05
Change-$1.55 (-12.30%)
VolumeN/A
Net Assets377.47M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Feb 04, 2026
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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGOFX (377M). CWIFX pays higher dividends than UGOFX: CWIFX (1.59) vs UGOFX (0.99). CWIFX was incepted earlier than UGOFX: CWIFX (23 years) vs UGOFX (18 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 : 16.37 vs. UGOFX (-0.74). CWIFX return over 5 years is better than : 34.32 vs. UGOFX (3.41).
| 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 | 18 years | - |
| Gain YTD | 4.948 | 3.271 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.59 | 0.99 | 160% |
| Returns for 1 year | 16.37 | -0.74 | -2,222% |
| Returns for 3 years | 43.74 | 27.11 | 161% |
| Returns for 5 years | 34.32 | 3.41 | 1,006% |
| Returns for 10 years | 128.46 | 61.28 | 210% |
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