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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Global Managed Volatility Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets457.39M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Sep 08, 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 Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. UGOFX (457M). CWIFX (1.57) and UGOFX (1.52) 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 (0.77). 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 : 13.31 vs. UGOFX (10.96). CWIFX return over 5 years is better than : 52.14 vs. UGOFX (25.73).
| CWIFX | UGOFX | CWIFX / UGOFX | |
| Total Expense Ratio | 0.86 | 0.70 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.77 | 112% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 16.304 | 11.706 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 457M | 30,197% |
| Annual Yield % from dividends | 1.57 | 1.52 | 103% |
| Returns for 1 year | 13.31 | 10.96 | 121% |
| Returns for 3 years | 56.25 | 46.05 | 122% |
| Returns for 5 years | 52.14 | 25.73 | 203% |
| Returns for 10 years | 102.66 | 66.50 | 154% |
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