Interact to see
Advertisement
Advertisement
CWICX vs UGMVX
CWICX vs UGMVX Comparison
Open Charts CWICX vs UGMVX
CWICX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. UGMVX commentary
Jul 14, 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. UGMVX (378M). UGMVX pays higher dividends than CWICX: UGMVX (0.81) vs CWICX (0.66). 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 : 13.22 vs. UGMVX (2.31). CWICX return over 5 years is better than : 28.73 vs. UGMVX (-0.22).
| 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 | 12.755 | 13.902 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 378M | 41,799% |
| Annual Yield % from dividends | 0.66 | 0.81 | 81% |
| Returns for 1 year | 13.22 | 2.31 | 573% |
| Returns for 3 years | 40.81 | 30.49 | 134% |
| Returns for 5 years | 28.73 | -0.22 | -13,219% |
| Returns for 10 years | 97.62 | 53.79 | 181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement