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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Victory Global Managed Volatility
Price$11.34
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets464M
CWIAX vs UGMVX Comparison Chart
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CWIAX vs. UGMVX commentary
May 23, 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: 130B vs. UGMVX (464M). CWIAX pays higher dividends than UGMVX: CWIAX (1.61) vs UGMVX (1.52). 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 : 9.66 vs. CWIAX (2.98). CWIAX return over 5 years is better than : 59.19 vs. UGMVX (32.24).
| 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 | 5.963 | 6.209 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 464M | 28,017% |
| Annual Yield % from dividends | 1.61 | 1.52 | 106% |
| Returns for 1 year | 2.98 | 9.66 | 31% |
| Returns for 3 years | 34.19 | 34.29 | 100% |
| Returns for 5 years | 59.19 | 32.24 | 184% |
| Returns for 10 years | 64.67 | 38.85 | 166% |
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