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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
Aug 23, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. UGMVX (357M). CWIAX pays higher dividends than UGMVX: CWIAX (1.35) vs UGMVX (0.81). 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 : 17.18 vs. UGMVX (2.88). CWIAX return over 5 years is better than : 39.81 vs. UGMVX (1.57).
| 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 | 17.028 | 16.299 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 357M | 43,697% |
| Annual Yield % from dividends | 1.35 | 0.81 | 166% |
| Returns for 1 year | 17.18 | 2.88 | 596% |
| Returns for 3 years | 54.75 | 38.03 | 144% |
| Returns for 5 years | 39.81 | 1.57 | 2,541% |
| Returns for 10 years | 115.53 | 54.26 | 213% |
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