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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
CWIAX vs UGMVX Comparison Chart
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CWIAX vs. UGMVX commentary
Jun 15, 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 CWIAX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. UGMVX (466M). CWIAX (1.52) and UGMVX (1.46) have matching dividends . CWIAX was incepted earlier than UGMVX: CWIAX (23 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). CWIAX has a lower initial minimum investment than UGMVX: CWIAX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 10.53 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. UGMVX (29.05).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.031 | 8.063 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | 6.31 | 10.53 | 60% |
| Returns for 3 years | 45.37 | 42.65 | 106% |
| Returns for 5 years | 56.31 | 29.05 | 194% |
| Returns for 10 years | 73.44 | 45.08 | 163% |
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