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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
American Funds Capital World Gr&Inc 529A
Price$72.58
Change+$0.53 (+0.74%)
VolumeN/A
Net Assets136.94B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets454.57M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Sep 06, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. UGMVX (455M). CWIAX (1.43) and UGMVX (1.39) have matching dividends . CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (12 years). UGMVX (1.24) 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 : 12.17 vs. UGMVX (9.40). CWIAX return over 5 years is better than : 50.23 vs. UGMVX (22.94).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.660 | 10.843 | 144% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 455M | 30,110% |
| Annual Yield % from dividends | 1.43 | 1.39 | 103% |
| Returns for 1 year | 12.17 | 9.40 | 130% |
| Returns for 3 years | 54.27 | 43.33 | 125% |
| Returns for 5 years | 50.23 | 22.94 | 219% |
| Returns for 10 years | 102.33 | 65.39 | 156% |
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