CWIEX
Price
$73.98
Change
-$0.50 (-0.67%)
Updated
Sep 25 closing price
Net Assets
140.58B
UGMVX
Price
$12.18
Change
-$0.05 (-0.41%)
Updated
Sep 25 closing price
Net Assets
464.76M
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CWIEX vs UGMVX

Header iconCWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility
Price$12.18
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets464.76M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Sep 27, 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 Hold and UGMVX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UGMVX (465M). 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 : 10.08 vs. UGMVX (9.11). CWIEX return over 5 years is better than : 56.00 vs. UGMVX (28.77).
CWIEXUGMVXCWIEX / UGMVX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.001.2481%
Fund Existence24 years12 years-
Gain YTD18.14413.346136%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets141B465M30,323%
Annual Yield % from dividends1.221.3988%
Returns for 1 year10.089.11111%
Returns for 3 years68.5756.51121%
Returns for 5 years56.0028.77195%
Returns for 10 years108.7072.43150%
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