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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 04, 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 Buy and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 152B vs. UGOFX (376M). 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 : 22.63 vs. UGOFX (4.69). CWIFX return over 5 years is better than : 39.23 vs. UGOFX (4.69).
| 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 | 15.724 | 13.364 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 376M | 40,426% |
| Annual Yield % from dividends | 1.46 | 0.92 | 158% |
| Returns for 1 year | 22.63 | 4.69 | 482% |
| Returns for 3 years | 55.32 | 36.98 | 150% |
| Returns for 5 years | 39.23 | 4.69 | 837% |
| Returns for 10 years | 126.84 | 60.84 | 208% |
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