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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$66.72
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Victory Global Managed Volatility
Price$11.34
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets464M
CWIEX vs UGMVX Comparison Chart
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CWIEX vs. UGMVX commentary
May 23, 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: 130B vs. UGMVX (464M). UGMVX pays higher dividends than CWIEX: UGMVX (1.52) vs CWIEX (1.38). 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 : 9.66 vs. CWIEX (2.74). CWIEX return over 5 years is better than : 57.34 vs. UGMVX (32.24).
| 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 | 5.865 | 6.209 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 464M | 28,017% |
| Annual Yield % from dividends | 1.38 | 1.52 | 91% |
| Returns for 1 year | 2.74 | 9.66 | 28% |
| Returns for 3 years | 33.25 | 34.29 | 97% |
| Returns for 5 years | 57.34 | 32.24 | 178% |
| Returns for 10 years | 61.00 | 38.85 | 157% |
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