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$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Global Managed Volatility
Price$12.18
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets396.78M
CWIFX vs UGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UGMVX commentary
Nov 20, 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 Hold and UGMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. UGMVX (397M). CWIFX pays higher dividends than UGMVX: CWIFX (1.49) vs UGMVX (1.34). CWIFX was incepted earlier than UGMVX: CWIFX (23 years) vs UGMVX (12 years). UGMVX (1.15) 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 : 12.35 vs. UGMVX (9.06). CWIFX return over 5 years is better than : 46.07 vs. UGMVX (18.68).
| CWIFX | UGMVX | CWIFX / UGMVX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.15 | 75% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 19.117 | 12.697 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 397M | 35,013% |
| Annual Yield % from dividends | 1.49 | 1.34 | 111% |
| Returns for 1 year | 12.35 | 9.06 | 136% |
| Returns for 3 years | 52.31 | 39.70 | 132% |
| Returns for 5 years | 46.07 | 18.68 | 247% |
| Returns for 10 years | 100.03 | 57.41 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FFAFX | 86.13 | 0.46 | +0.54% |
| American Funds Growth Fund of Amer 529F3 | |||
| LAMYX | 25.57 | N/A | N/A |
| Lord Abbett Dividend Growth I | |||
| SCPAX | 11.83 | N/A | N/A |
| SEI Large Cap Disciplined Eq A (SIIT) | |||
| HNMDX | 13.13 | N/A | N/A |
| Heartland Mid Cap Value Institutional | |||
| CREYX | 9.84 | N/A | N/A |
| Columbia Real Estate Equity Inst3 | |||