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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$72.34
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets135.64B
Victory Global Managed Volatility Instl
Price$12.22
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets478.01M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Aug 13, 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 UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. UGOFX (478M). CWIFX (1.60) and UGOFX (1.56) have matching dividends . CWIFX was incepted earlier than UGOFX: CWIFX (23 years) vs UGOFX (17 years). CWIFX (0.86) is less costly to investors than UGOFX (0.77). CWIFX is a more actively managed with annual turnover of: 27.00 vs. UGOFX (24.00). CWIFX has a lower initial minimum investment than UGOFX: CWIFX (250) vs UGOFX (1000000). CWIFX annual gain was more profitable for investors over the last year : 15.22 vs. UGOFX (12.16). CWIFX return over 5 years is better than : 51.86 vs. UGOFX (22.68).
| CWIFX | UGOFX | CWIFX / UGOFX | |
| Total Expense Ratio | 0.86 | 0.70 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.77 | 112% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.347 | 9.710 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 478M | 28,452% |
| Annual Yield % from dividends | 1.60 | 1.56 | 103% |
| Returns for 1 year | 15.22 | 12.16 | 125% |
| Returns for 3 years | 42.87 | 31.66 | 135% |
| Returns for 5 years | 51.86 | 22.68 | 229% |
| Returns for 10 years | 88.68 | 53.76 | 165% |
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