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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$72.19
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets135.64B
Victory Global Managed Volatility Instl
Price$12.22
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets478.01M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Aug 13, 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 StrongBuy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. UGOFX (478M). UGOFX pays higher dividends than CWIEX: UGOFX (1.56) vs CWIEX (1.25). CWIEX was incepted earlier than UGOFX: CWIEX (23 years) vs UGOFX (17 years). CWIEX (1.00) is less costly to investors than UGOFX (0.77). CWIEX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). 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 : 14.75 vs. UGOFX (12.16). CWIEX return over 5 years is better than : 48.85 vs. UGOFX (22.68).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.77 | 130% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.057 | 9.710 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 478M | 28,452% |
| Annual Yield % from dividends | 1.25 | 1.56 | 80% |
| Returns for 1 year | 14.75 | 12.16 | 121% |
| Returns for 3 years | 41.19 | 31.66 | 130% |
| Returns for 5 years | 48.85 | 22.68 | 215% |
| Returns for 10 years | 80.91 | 53.76 | 150% |
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