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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility
Price$12.18
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets464.76M
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Sep 27, 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: 141B vs. UGMVX (465M). 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 : 10.51 vs. UGMVX (9.11). CWIFX return over 5 years is better than : 59.11 vs. UGMVX (28.77).
| 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 | 18.477 | 13.346 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.57 | 1.39 | 113% |
| Returns for 1 year | 10.51 | 9.11 | 115% |
| Returns for 3 years | 70.53 | 56.51 | 125% |
| Returns for 5 years | 59.11 | 28.77 | 205% |
| Returns for 10 years | 117.61 | 72.43 | 162% |
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