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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Victory Global Managed Volatility Instl
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets464.76M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Sep 26, 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 Buy and UGOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. UGOFX (465M). CWIFX (1.57) and UGOFX (1.52) 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). UGOFX is a more actively managed with annual turnover of: 37.00 vs. CWIFX (27.00). 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 : 10.51 vs. UGOFX (9.37). CWIFX return over 5 years is better than : 59.11 vs. UGOFX (30.96).
| 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 | 18.477 | 13.521 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 465M | 30,323% |
| Annual Yield % from dividends | 1.57 | 1.52 | 103% |
| Returns for 1 year | 10.51 | 9.37 | 112% |
| Returns for 3 years | 70.53 | 57.78 | 122% |
| Returns for 5 years | 59.11 | 30.96 | 191% |
| Returns for 10 years | 117.61 | 76.76 | 153% |
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