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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
Sep 12, 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. UGMVX (350M). CWIAX pays higher dividends than UGMVX: CWIAX (1.33) vs UGMVX (0.80). CWIAX was incepted earlier than UGMVX: CWIAX (25 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 : 11.49 vs. UGMVX (-1.29). CWIAX return over 5 years is better than : 35.48 vs. UGMVX (-0.79).
| CWIAX | UGMVX | CWIAX / UGMVX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.15 | 65% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 16.008 | 14.573 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 350M | 45,143% |
| Annual Yield % from dividends | 1.33 | 0.80 | 165% |
| Returns for 1 year | 11.49 | -1.29 | -889% |
| Returns for 3 years | 51.66 | 34.08 | 152% |
| Returns for 5 years | 35.48 | -0.79 | -4,505% |
| Returns for 10 years | 118.42 | 55.91 | 212% |
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