CWIEX
Price
$71.76
Change
-$0.56 (-0.77%)
Updated
Sep 2 closing price
Net Assets
136.85B
UGOFX
Price
$12.17
Change
-$0.09 (-0.73%)
Updated
Sep 2 closing price
Net Assets
455.48M
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CWIEX vs UGOFX

Header iconCWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$71.76
Change-$0.56 (-0.77%)
VolumeN/A
Net Assets136.85B
Victory Global Managed Volatility Instl
Price$12.17
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets455.48M
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Sep 03, 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.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UGOFX (455M). 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 (7.92) and UGOFX (7.83) have marching annual gain over last year. CWIEX return over 5 years is better than : 46.06 vs. UGOFX (24.64).
CWIEXUGOFXCWIEX / UGOFX
Total Expense Ratio1.000.70143%
Annual Report Gross Expense Ratio1.000.77130%
Fund Existence24 years17 years-
Gain YTD14.37111.252128%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B455M30,110%
Annual Yield % from dividends1.221.5280%
Returns for 1 year7.927.83101%
Returns for 3 years51.7344.65116%
Returns for 5 years46.0624.64187%
Returns for 10 years95.9169.95137%
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