Interact to see
Advertisement
Advertisement
CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$72.60
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
Victory Global Managed Volatility
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets457.55M
CWIFX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UGMVX commentary
Sep 06, 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 StrongBuy and UGMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. UGMVX (458M). CWIFX pays higher dividends than UGMVX: CWIFX (1.57) vs UGMVX (1.39). 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). UGMVX is a more actively managed with annual turnover of: 37.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UGMVX: CWIFX (250) vs UGMVX (3000). CWIFX annual gain was more profitable for investors over the last year : 12.33 vs. UGMVX (9.40). CWIFX return over 5 years is better than : 51.43 vs. UGMVX (22.94).
| 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 | 15.762 | 10.843 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 458M | 29,913% |
| Annual Yield % from dividends | 1.57 | 1.39 | 113% |
| Returns for 1 year | 12.33 | 9.40 | 131% |
| Returns for 3 years | 54.96 | 43.33 | 127% |
| Returns for 5 years | 51.43 | 22.94 | 224% |
| Returns for 10 years | 106.25 | 65.39 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement