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CWICX vs UGMVX
CWICX vs UGMVX Comparison
Open Charts CWICX vs UGMVX
CWICX vs UGMVX Comparison Chart in %
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CWICX 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 CWICX is a Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 160B vs. UGMVX (379M). UGMVX pays higher dividends than CWICX: UGMVX (0.82) vs CWICX (0.69). CWICX was incepted earlier than UGMVX: CWICX (24 years) vs UGMVX (13 years). CWICX (1.52) is less costly to investors than UGMVX (1.15). CWICX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). CWICX has a lower initial minimum investment than UGMVX: CWICX (250) vs UGMVX (3000). CWICX annual gain was more profitable for investors over the last year : 20.88 vs. UGMVX (5.27). CWICX return over 5 years is better than : 32.81 vs. UGMVX (2.49).
| CWICX | UGMVX | CWICX / UGMVX | |
| Total Expense Ratio | 1.52 | 0.90 | 169% |
| Annual Report Gross Expense Ratio | 1.52 | 1.15 | 132% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 15.199 | 13.806 | 110% |
| Front Load | N/A | 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 | 0.69 | 0.82 | 84% |
| Returns for 1 year | 20.88 | 5.27 | 396% |
| Returns for 3 years | 49.71 | 34.63 | 144% |
| Returns for 5 years | 32.81 | 2.49 | 1,317% |
| Returns for 10 years | 114.97 | 62.58 | 184% |
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