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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
Aug 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. UGOFX (379M). 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 : 15.95 vs. UGOFX (2.65). CWIEX return over 5 years is better than : 35.74 vs. UGOFX (1.69).
| 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 | 17.006 | 15.794 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 379M | 41,161% |
| Annual Yield % from dividends | 1.13 | 0.92 | 124% |
| Returns for 1 year | 15.95 | 2.65 | 602% |
| Returns for 3 years | 50.79 | 36.10 | 141% |
| Returns for 5 years | 35.74 | 1.69 | 2,118% |
| Returns for 10 years | 111.32 | 57.87 | 192% |
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