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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Global Managed Volatility Instl
Price$12.46
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets396.78M
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Nov 20, 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 UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. UGOFX (397M). CWIFX (1.49) and UGOFX (1.47) 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 (0.79). 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 : 12.35 vs. UGOFX (9.42). CWIFX return over 5 years is better than : 46.07 vs. UGOFX (20.62).
| CWIFX | UGOFX | CWIFX / UGOFX | |
| Total Expense Ratio | 0.86 | 0.70 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.79 | 109% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 19.117 | 12.886 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 397M | 35,013% |
| Annual Yield % from dividends | 1.49 | 1.47 | 101% |
| Returns for 1 year | 12.35 | 9.42 | 131% |
| Returns for 3 years | 52.31 | 40.82 | 128% |
| Returns for 5 years | 46.07 | 20.62 | 223% |
| Returns for 10 years | 100.03 | 61.37 | 163% |
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