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CWIFX vs UGOFX
CWIFX vs UGOFX Comparison
Open Charts CWIFX vs UGOFX
CWIFX vs UGOFX Comparison Chart in %
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CWIFX vs. UGOFX commentary
Jun 25, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. UGOFX (372M). CWIFX pays higher dividends than UGOFX: CWIFX (1.46) vs UGOFX (0.92). CWIFX was incepted earlier than UGOFX: CWIFX (24 years) vs UGOFX (18 years). CWIFX (0.85) is less costly to investors than UGOFX (0.79). CWIFX is a more actively managed with annual turnover of: 44.00 vs. UGOFX (37.00). 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 : 16.72 vs. UGOFX (2.35). CWIFX return over 5 years is better than : 34.55 vs. UGOFX (1.79).
| CWIFX | UGOFX | CWIFX / UGOFX | |
| Total Expense Ratio | 0.85 | 0.70 | 121% |
| Annual Report Gross Expense Ratio | 0.85 | 0.79 | 108% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.889 | 12.150 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 372M | 43,011% |
| Annual Yield % from dividends | 1.46 | 0.92 | 158% |
| Returns for 1 year | 16.72 | 2.35 | 712% |
| Returns for 3 years | 50.15 | 33.93 | 148% |
| Returns for 5 years | 34.55 | 1.79 | 1,930% |
| Returns for 10 years | 130.67 | 64.89 | 201% |
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