CWIAX
Price
$74.08
Change
-$0.50 (-0.67%)
Updated
Sep 25 closing price
Net Assets
140.58B
UGMVX
Price
$12.18
Change
-$0.05 (-0.41%)
Updated
Sep 25 closing price
Net Assets
464.76M
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CWIAX vs UGMVX

Header iconCWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$74.08
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility
Price$12.18
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets464.76M
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Sep 27, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. UGMVX (465M). 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 : 10.35 vs. UGMVX (9.11). CWIAX return over 5 years is better than : 57.83 vs. UGMVX (28.77).
CWIAXUGMVXCWIAX / UGMVX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years12 years-
Gain YTD18.36013.346138%
Front Load4%N/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets141B465M30,323%
Annual Yield % from dividends1.431.39103%
Returns for 1 year10.359.11114%
Returns for 3 years69.7556.51123%
Returns for 5 years57.8328.77201%
Returns for 10 years113.4872.43157%
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