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CWIFX vs UGMVX
CWIFX vs UGMVX Comparison
Open Charts CWIFX vs UGMVX
CWIFX vs UGMVX Comparison Chart in %
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CWIFX vs. UGMVX commentary
Jun 24, 2026
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: 160B vs. UGMVX (379M). CWIFX pays higher dividends than UGMVX: CWIFX (1.46) vs UGMVX (0.82). CWIFX was incepted earlier than UGMVX: CWIFX (24 years) vs UGMVX (13 years). UGMVX (1.15) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. UGMVX (37.00). 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 : 22.02 vs. UGMVX (5.27). CWIFX return over 5 years is better than : 39.08 vs. UGMVX (2.49).
| CWIFX | UGMVX | CWIFX / UGMVX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.15 | 74% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 15.722 | 13.806 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 379M | 42,216% |
| Annual Yield % from dividends | 1.46 | 0.82 | 178% |
| Returns for 1 year | 22.02 | 5.27 | 418% |
| Returns for 3 years | 53.92 | 34.63 | 156% |
| Returns for 5 years | 39.08 | 2.49 | 1,569% |
| Returns for 10 years | 136.46 | 62.58 | 218% |
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