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CWGCX vs VICVX
CWGCX vs VICVX Comparison
Open Charts CWGCX vs VICVX
American Funds Capital World Gr&Inc C
Price$74.34
Change+$1.18 (+1.61%)
VolumeN/A
Net Assets138.57B
USA Mutuals Vice Institutional
Price$25.64
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets54.4M
CWGCX vs VICVX Comparison Chart in %
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CWGCX vs. VICVX commentary
Oct 15, 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 CWGCX is a Hold and VICVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. VICVX (54.4M). CWGCX pays higher dividends than VICVX: CWGCX (0.77) vs VICVX (0.00). CWGCX was incepted earlier than VICVX: CWGCX (25 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWGCX has a lower initial minimum investment than VICVX: CWGCX (250) vs VICVX (2000). VICVX annual gain was more profitable for investors over the last year : 13.04 vs. CWGCX (9.50). CWGCX return over 5 years is better than : 45.53 vs. VICVX (-4.19).
| CWGCX | VICVX | CWGCX / VICVX | |
| Total Expense Ratio | 1.49 | 1.48 | 101% |
| Annual Report Gross Expense Ratio | 1.49 | 1.66 | 90% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.138 | 21.208 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 54.4M | 255,515% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 9.50 | 13.04 | 73% |
| Returns for 3 years | 68.34 | 17.28 | 395% |
| Returns for 5 years | 45.53 | -4.19 | -1,087% |
| Returns for 10 years | 71.39 | -8.73 | -818% |
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