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CWICX vs UGOFX
CWICX vs UGOFX Comparison
Open Charts CWICX vs UGOFX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Victory Global Managed Volatility Instl
Price$11.03
Change-$0.46 (-4.00%)
VolumeN/A
CapitalizationN/A
CWICX vs UGOFX Comparison Chart
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CWICX vs. UGOFX commentary
Dec 19, 2024
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 UGOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. UGOFX (494M). UGOFX pays higher dividends than CWICX: UGOFX (1.66) vs CWICX (0.97). CWICX was incepted earlier than UGOFX: CWICX (23 years) vs UGOFX (16 years). CWICX (27.00) and UGOFX (26.00) have comparable annual turnover. CWICX has a lower initial minimum investment than UGOFX: CWICX (250) vs UGOFX (1000000). UGOFX annual gain was more profitable for investors over the last year : 16.44 vs. CWICX (11.37). CWICX return over 5 years is better than : 32.23 vs. UGOFX (12.10).
| CWICX | UGOFX | CWICX / UGOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.826 | 14.826 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 494M | 24,494% |
| Annual Yield % from dividends | 0.97 | 1.66 | 59% |
| Returns for 1 year | 11.37 | 16.44 | 69% |
| Returns for 3 years | 9.77 | 12.67 | 77% |
| Returns for 5 years | 32.23 | 12.10 | 266% |
| Returns for 10 years | 57.01 | 37.26 | 153% |
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