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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Victory Global Managed Volatility Instl
Price$12.44
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets402.12M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX 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 UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. UGOFX (402M). UGOFX pays higher dividends than CWIEX: UGOFX (1.47) vs CWIEX (1.15). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (17 years). CWIEX (1.00) is less costly to investors than UGOFX (0.79). 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 : 11.86 vs. UGOFX (10.22). CWIEX return over 5 years is better than : 42.92 vs. UGOFX (20.97).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.79 | 127% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 18.591 | 13.612 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 402M | 34,826% |
| Annual Yield % from dividends | 1.15 | 1.47 | 78% |
| Returns for 1 year | 11.86 | 10.22 | 116% |
| Returns for 3 years | 50.41 | 41.72 | 121% |
| Returns for 5 years | 42.92 | 20.97 | 205% |
| Returns for 10 years | 91.62 | 62.40 | 147% |
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