Interact to see
Advertisement
Advertisement
CWIEX vs UGOFX
CWIEX vs UGOFX Comparison
Open Charts CWIEX vs UGOFX
CWIEX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UGOFX commentary
Jun 25, 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 Hold and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. UGOFX (372M). 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 : 16.24 vs. UGOFX (2.35). CWIEX return over 5 years is better than : 31.94 vs. UGOFX (1.79).
| 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 | 12.673 | 12.150 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 372M | 43,011% |
| Annual Yield % from dividends | 1.13 | 0.92 | 123% |
| Returns for 1 year | 16.24 | 2.35 | 692% |
| Returns for 3 years | 48.37 | 33.93 | 143% |
| Returns for 5 years | 31.94 | 1.79 | 1,784% |
| Returns for 10 years | 121.19 | 64.89 | 187% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement