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CWICX vs UGOFX
CWICX vs UGOFX Comparison
Open Charts CWICX vs UGOFX
CWICX vs UGOFX Comparison Chart in %
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CWICX vs. UGOFX commentary
Sep 11, 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. UGOFX (356M). UGOFX pays higher dividends than CWICX: UGOFX (0.90) vs CWICX (0.65). CWICX was incepted earlier than UGOFX: CWICX (25 years) vs UGOFX (18 years). CWICX (1.52) is less costly to investors than UGOFX (0.79). CWICX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). CWICX has a lower initial minimum investment than UGOFX: CWICX (250) vs UGOFX (1000000). CWICX annual gain was more profitable for investors over the last year : 13.65 vs. UGOFX (1.98). CWICX return over 5 years is better than : 31.46 vs. UGOFX (2.81).
| CWICX | UGOFX | CWICX / UGOFX | |
| Total Expense Ratio | 1.52 | 0.70 | 217% |
| Annual Report Gross Expense Ratio | 1.52 | 0.79 | 192% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 16.371 | 16.542 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 356M | 44,382% |
| Annual Yield % from dividends | 0.65 | 0.90 | 72% |
| Returns for 1 year | 13.65 | 1.98 | 691% |
| Returns for 3 years | 49.71 | 37.71 | 132% |
| Returns for 5 years | 31.46 | 2.81 | 1,120% |
| Returns for 10 years | 102.55 | 61.70 | 166% |
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