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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
Sep 11, 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: 158B vs. UGOFX (356M). CWIEX pays higher dividends than UGOFX: CWIEX (1.11) vs UGOFX (0.90). CWIEX was incepted earlier than UGOFX: CWIEX (25 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 : 14.25 vs. UGOFX (1.98). CWIEX return over 5 years is better than : 35.00 vs. UGOFX (2.81).
| CWIEX | UGOFX | CWIEX / UGOFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.79 | 127% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 16.793 | 16.542 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 356M | 44,382% |
| Annual Yield % from dividends | 1.11 | 0.90 | 123% |
| Returns for 1 year | 14.25 | 1.98 | 721% |
| Returns for 3 years | 52.08 | 37.71 | 138% |
| Returns for 5 years | 35.00 | 2.81 | 1,246% |
| Returns for 10 years | 113.65 | 61.70 | 184% |
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