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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
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 CWICX is a StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. UGMVX (357M). UGMVX pays higher dividends than CWICX: UGMVX (0.81) vs CWICX (0.66). CWICX was incepted earlier than UGMVX: CWICX (25 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 : 16.27 vs. UGMVX (2.88). CWICX return over 5 years is better than : 34.51 vs. UGMVX (1.57).
| CWICX | UGMVX | CWICX / UGMVX | |
| Total Expense Ratio | 1.52 | 0.90 | 169% |
| Annual Report Gross Expense Ratio | 1.52 | 1.15 | 132% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 16.442 | 16.299 | 101% |
| Front Load | N/A | 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 | 0.66 | 0.81 | 81% |
| Returns for 1 year | 16.27 | 2.88 | 564% |
| Returns for 3 years | 51.19 | 38.03 | 135% |
| Returns for 5 years | 34.51 | 1.57 | 2,203% |
| Returns for 10 years | 99.65 | 54.26 | 184% |
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