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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$72.44
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets457.55M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Sep 06, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UGMVX (458M). UGMVX pays higher dividends than CWIEX: UGMVX (1.39) vs CWIEX (1.22). CWIEX was incepted earlier than UGMVX: CWIEX (24 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than CWIEX (1.00). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UGMVX: CWIEX (250) vs UGMVX (3000). CWIEX annual gain was more profitable for investors over the last year : 11.88 vs. UGMVX (9.40). CWIEX return over 5 years is better than : 48.46 vs. UGMVX (22.94).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.455 | 10.843 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 458M | 29,913% |
| Annual Yield % from dividends | 1.22 | 1.39 | 88% |
| Returns for 1 year | 11.88 | 9.40 | 126% |
| Returns for 3 years | 53.16 | 43.33 | 123% |
| Returns for 5 years | 48.46 | 22.94 | 211% |
| Returns for 10 years | 97.77 | 65.39 | 150% |
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