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CWIEX vs UGMVX
CWIEX vs UGMVX Comparison
Open Charts CWIEX vs UGMVX
CWIEX vs UGMVX Comparison Chart in %
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CWIEX vs. UGMVX commentary
Jun 24, 2026
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: 160B vs. UGMVX (379M). CWIEX pays higher dividends than UGMVX: CWIEX (1.13) vs UGMVX (0.82). CWIEX was incepted earlier than UGMVX: CWIEX (24 years) vs UGMVX (13 years). UGMVX (1.15) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). 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 : 21.53 vs. UGMVX (5.27). CWIEX return over 5 years is better than : 36.39 vs. UGMVX (2.49).
| 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 | 13 years | - |
| Gain YTD | 15.505 | 13.806 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 379M | 42,216% |
| Annual Yield % from dividends | 1.13 | 0.82 | 138% |
| Returns for 1 year | 21.53 | 5.27 | 408% |
| Returns for 3 years | 52.10 | 34.63 | 150% |
| Returns for 5 years | 36.39 | 2.49 | 1,461% |
| Returns for 10 years | 126.75 | 62.58 | 203% |
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