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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility Instl
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets464.76M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Sep 26, 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UGOFX (465M). UGOFX pays higher dividends than CWIEX: UGOFX (1.52) vs CWIEX (1.22). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (17 years). CWIEX (1.00) is less costly to investors than UGOFX (0.77). UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UGOFX: CWIEX (250) vs UGOFX (1000000). CWIEX annual gain was more profitable for investors over the last year : 10.08 vs. UGOFX (9.37). CWIEX return over 5 years is better than : 56.00 vs. UGOFX (30.96).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.77 | 130% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 18.144 | 13.521 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.22 | 1.52 | 80% |
| Returns for 1 year | 10.08 | 9.37 | 108% |
| Returns for 3 years | 68.57 | 57.78 | 119% |
| Returns for 5 years | 56.00 | 30.96 | 181% |
| Returns for 10 years | 108.70 | 76.76 | 142% |
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