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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
Sep 12, 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 Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. UGMVX (350M). CWIEX pays higher dividends than UGMVX: CWIEX (1.11) vs UGMVX (0.80). CWIEX was incepted earlier than UGMVX: CWIEX (25 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 : 11.20 vs. UGMVX (-1.29). CWIEX return over 5 years is better than : 33.86 vs. UGMVX (-0.79).
| CWIEX | UGMVX | CWIEX / UGMVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.15 | 87% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 15.802 | 14.573 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 350M | 45,143% |
| Annual Yield % from dividends | 1.11 | 0.80 | 139% |
| Returns for 1 year | 11.20 | -1.29 | -866% |
| Returns for 3 years | 50.55 | 34.08 | 148% |
| Returns for 5 years | 33.86 | -0.79 | -4,299% |
| Returns for 10 years | 113.40 | 55.91 | 203% |