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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Global Managed Volatility Instl
Price$12.23
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets456.28M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Aug 17, 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: 137B vs. UGOFX (456M). CWIFX (1.60) and UGOFX (1.56) 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). CWIFX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). 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 : 11.58 vs. UGOFX (10.24). CWIFX return over 5 years is better than : 52.56 vs. UGOFX (24.22).
| 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 | 15.587 | 10.980 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 456M | 30,044% |
| Annual Yield % from dividends | 1.60 | 1.56 | 103% |
| Returns for 1 year | 11.58 | 10.24 | 113% |
| Returns for 3 years | 43.22 | 32.91 | 131% |
| Returns for 5 years | 52.56 | 24.22 | 217% |
| Returns for 10 years | 89.56 | 56.05 | 160% |
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