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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$66.85
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
Victory Global Managed Volatility
Price$11.34
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets464M
CWIFX vs UGMVX Comparison Chart
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CWIFX vs. UGMVX commentary
May 23, 2025
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 CWIFX is a Buy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 130B vs. UGMVX (464M). CWIFX pays higher dividends than UGMVX: CWIFX (1.78) vs UGMVX (1.52). CWIFX was incepted earlier than UGMVX: CWIFX (23 years) vs UGMVX (12 years). UGMVX (1.24) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. UGMVX (24.00). CWIFX has a lower initial minimum investment than UGMVX: CWIFX (250) vs UGMVX (3000). UGMVX annual gain was more profitable for investors over the last year : 9.66 vs. CWIFX (3.14). CWIFX return over 5 years is better than : 60.50 vs. UGMVX (32.24).
| CWIFX | UGMVX | CWIFX / UGMVX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 6.019 | 6.209 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 464M | 28,017% |
| Annual Yield % from dividends | 1.78 | 1.52 | 117% |
| Returns for 1 year | 3.14 | 9.66 | 32% |
| Returns for 3 years | 34.78 | 34.29 | 101% |
| Returns for 5 years | 60.50 | 32.24 | 188% |
| Returns for 10 years | 67.95 | 38.85 | 175% |