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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Global Managed Volatility
Price$12.18
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets396.78M
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. UGMVX (397M). UGMVX pays higher dividends than CWIEX: UGMVX (1.34) vs CWIEX (1.15). CWIEX was incepted earlier than UGMVX: CWIEX (24 years) vs UGMVX (12 years). UGMVX (1.15) 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 : 11.90 vs. UGMVX (9.06). CWIEX return over 5 years is better than : 43.18 vs. UGMVX (18.68).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.15 | 87% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.687 | 12.697 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 397M | 35,013% |
| Annual Yield % from dividends | 1.15 | 1.34 | 85% |
| Returns for 1 year | 11.90 | 9.06 | 131% |
| Returns for 3 years | 50.53 | 39.70 | 127% |
| Returns for 5 years | 43.18 | 18.68 | 231% |
| Returns for 10 years | 91.78 | 57.41 | 160% |
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