Interact to see
Advertisement
Advertisement
CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
American Funds Capital World Gr&Inc 529F
Price$71.92
Change-$0.55 (-0.76%)
VolumeN/A
Net Assets136.85B
Victory Global Managed Volatility Instl
Price$12.17
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets455.48M
CWIFX vs UGOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UGOFX commentary
Sep 03, 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: 137B vs. UGOFX (455M). 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 : 8.36 vs. UGOFX (7.83). CWIFX return over 5 years is better than : 48.99 vs. UGOFX (24.64).
| 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 | 14.678 | 11.252 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 455M | 30,110% |
| Annual Yield % from dividends | 1.57 | 1.52 | 103% |
| Returns for 1 year | 8.36 | 7.83 | 107% |
| Returns for 3 years | 53.51 | 44.65 | 120% |
| Returns for 5 years | 48.99 | 24.64 | 199% |
| Returns for 10 years | 104.32 | 69.95 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement