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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Victory Global Managed Volatility
Price$11.50
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets466.32M
CWIEX vs UGMVX Comparison Chart
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CWIEX vs. UGMVX commentary
Jun 15, 2025
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 CWIEX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. UGMVX (466M). UGMVX pays higher dividends than CWIEX: UGMVX (1.46) vs CWIEX (1.31). CWIEX was incepted earlier than UGMVX: CWIEX (23 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). CWIEX has a lower initial minimum investment than UGMVX: CWIEX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 10.53 vs. CWIEX (6.05). CWIEX return over 5 years is better than : 54.48 vs. UGMVX (29.05).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.904 | 8.063 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 466M | 28,112% |
| Annual Yield % from dividends | 1.31 | 1.46 | 89% |
| Returns for 1 year | 6.05 | 10.53 | 57% |
| Returns for 3 years | 44.36 | 42.65 | 104% |
| Returns for 5 years | 54.48 | 29.05 | 188% |
| Returns for 10 years | 69.54 | 45.08 | 154% |
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