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CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
CWIEX vs UGOFX Comparison Chart in %
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CWIEX vs. UGOFX commentary
Jun 04, 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 UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 152B vs. UGOFX (376M). CWIEX pays higher dividends than UGOFX: CWIEX (1.13) vs UGOFX (0.92). CWIEX was incepted earlier than UGOFX: CWIEX (24 years) vs UGOFX (18 years). CWIEX (1.00) is less costly to investors than UGOFX (0.79). CWIEX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). 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 : 22.14 vs. UGOFX (4.69). CWIEX return over 5 years is better than : 36.52 vs. UGOFX (4.69).
| 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 | 18 years | - |
| Gain YTD | 15.535 | 13.364 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 376M | 40,426% |
| Annual Yield % from dividends | 1.13 | 0.92 | 123% |
| Returns for 1 year | 22.14 | 4.69 | 472% |
| Returns for 3 years | 53.51 | 36.98 | 145% |
| Returns for 5 years | 36.52 | 4.69 | 779% |
| Returns for 10 years | 117.56 | 60.84 | 193% |
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