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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
Jul 24, 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: 158B vs. UGOFX (378M). CWIEX pays higher dividends than UGOFX: CWIEX (1.12) 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 : 12.01 vs. UGOFX (1.32). CWIEX return over 5 years is better than : 32.34 vs. UGOFX (1.35).
| 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 | 13.097 | 13.925 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 378M | 41,799% |
| Annual Yield % from dividends | 1.12 | 0.92 | 123% |
| Returns for 1 year | 12.01 | 1.32 | 908% |
| Returns for 3 years | 43.05 | 31.29 | 138% |
| Returns for 5 years | 32.34 | 1.35 | 2,402% |
| Returns for 10 years | 108.88 | 58.24 | 187% |
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