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CWIAX vs UGMVX
CWIAX vs UGMVX Comparison
Open Charts CWIAX vs UGMVX
CWIAX vs UGMVX Comparison Chart in %
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CWIAX vs. UGMVX commentary
Jun 24, 2026
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: 160B vs. UGMVX (379M). CWIAX pays higher dividends than UGMVX: CWIAX (1.33) vs UGMVX (0.82). CWIAX was incepted earlier than UGMVX: CWIAX (24 years) vs UGMVX (13 years). UGMVX (1.15) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). 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 : 21.85 vs. UGMVX (5.27). CWIAX return over 5 years is better than : 38.04 vs. UGMVX (2.49).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.15 | 65% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 15.640 | 13.806 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 379M | 42,216% |
| Annual Yield % from dividends | 1.33 | 0.82 | 162% |
| Returns for 1 year | 21.85 | 5.27 | 415% |
| Returns for 3 years | 53.22 | 34.63 | 154% |
| Returns for 5 years | 38.04 | 2.49 | 1,528% |
| Returns for 10 years | 132.03 | 62.58 | 211% |
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