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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Victory Global Managed Volatility Instl
Price$12.44
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets402.12M
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: 140B vs. UGOFX (402M). 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 : 12.31 vs. UGOFX (10.22). CWIFX return over 5 years is better than : 45.77 vs. UGOFX (20.97).
| 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 | 19.021 | 13.612 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 402M | 34,826% |
| Annual Yield % from dividends | 1.49 | 1.47 | 101% |
| Returns for 1 year | 12.31 | 10.22 | 121% |
| Returns for 3 years | 52.19 | 41.72 | 125% |
| Returns for 5 years | 45.77 | 20.97 | 218% |
| Returns for 10 years | 99.87 | 62.40 | 160% |
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