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$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets407.91M
CWIFX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UGOFX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UGOFX (408M). 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 : 13.18 vs. UGOFX (9.65). CWIFX return over 5 years is better than : 45.63 vs. UGOFX (20.17).
| 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 | 23.195 | 16.062 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 408M | 34,804% |
| Annual Yield % from dividends | 1.48 | 1.46 | 102% |
| Returns for 1 year | 13.18 | 9.65 | 137% |
| Returns for 3 years | 52.29 | 40.00 | 131% |
| Returns for 5 years | 45.63 | 20.17 | 226% |
| Returns for 10 years | 108.34 | 66.64 | 163% |
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 | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| SFP.X | 0.342320 | 0.012701 | +3.85% |
| SafePal cryptocurrency | |||
| UNI.X | 6.121672 | 0.197764 | +3.34% |
| Uniswap cryptocurrency | |||
| TKO.X | 0.100882 | 0.002633 | +2.68% |
| Toko Token cryptocurrency | |||
| WOO.X | 0.027537 | 0.000675 | +2.51% |
| WOO cryptocurrency | |||
| ALPACA.X | 0.006313 | -0.000045 | -0.70% |
| Alpaca Finance cryptocurrency | |||