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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Global Managed Volatility
Price$12.18
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets396.78M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Nov 20, 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. UGMVX (397M). CWIAX (1.36) and UGMVX (1.34) have matching dividends . CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (12 years). UGMVX (1.15) is less costly to investors than CWIAX (0.78). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UGMVX: CWIAX (250) vs UGMVX (3000). CWIAX annual gain was more profitable for investors over the last year : 12.18 vs. UGMVX (9.06). CWIAX return over 5 years is better than : 44.89 vs. UGMVX (18.68).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.15 | 68% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.952 | 12.697 | 149% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 397M | 35,013% |
| Annual Yield % from dividends | 1.36 | 1.34 | 101% |
| Returns for 1 year | 12.18 | 9.06 | 134% |
| Returns for 3 years | 51.61 | 39.70 | 130% |
| Returns for 5 years | 44.89 | 18.68 | 240% |
| Returns for 10 years | 96.19 | 57.41 | 168% |
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