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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
Jul 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 Buy and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. UGOFX (378M). UGOFX pays higher dividends than CWICX: UGOFX (0.92) vs CWICX (0.66). CWICX was incepted earlier than UGOFX: CWICX (24 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 : 11.43 vs. UGOFX (1.32). CWICX return over 5 years is better than : 28.87 vs. UGOFX (1.35).
| CWICX | UGOFX | CWICX / UGOFX | |
| Total Expense Ratio | 1.52 | 0.70 | 217% |
| Annual Report Gross Expense Ratio | 1.52 | 0.79 | 192% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.755 | 13.925 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 378M | 41,799% |
| Annual Yield % from dividends | 0.66 | 0.92 | 71% |
| Returns for 1 year | 11.43 | 1.32 | 864% |
| Returns for 3 years | 40.79 | 31.29 | 130% |
| Returns for 5 years | 28.87 | 1.35 | 2,144% |
| Returns for 10 years | 98.02 | 58.24 | 168% |
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