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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$72.44
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.56B
Victory Global Managed Volatility
Price$11.98
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets465.82M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Aug 16, 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: 138B vs. UGMVX (466M). CWIFX pays higher dividends than UGMVX: CWIFX (1.60) vs UGMVX (1.42). 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). CWIFX annual gain was more profitable for investors over the last year : 13.27 vs. UGMVX (11.66). CWIFX return over 5 years is better than : 52.45 vs. UGMVX (22.75).
| 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 | 15.507 | 11.307 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 466M | 29,614% |
| Annual Yield % from dividends | 1.60 | 1.42 | 113% |
| Returns for 1 year | 13.27 | 11.66 | 114% |
| Returns for 3 years | 43.26 | 32.63 | 133% |
| Returns for 5 years | 52.45 | 22.75 | 231% |
| Returns for 10 years | 88.66 | 52.23 | 170% |
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