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CWGFX vs VICAX
CWGFX vs VICAX Comparison
Open Charts CWGFX vs VICAX
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
USA Mutuals Vice A
Price$21.78
Change-$0.20 (-0.91%)
VolumeN/A
Net Assets53.11M
CWGFX vs VICAX Comparison Chart
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CWGFX vs. VICAX commentary
Mar 11, 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 CWGFX is a Hold and VICAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. VICAX (53.1M). CWGFX pays higher dividends than VICAX: CWGFX (1.54) vs VICAX (0.00). CWGFX was incepted earlier than VICAX: CWGFX (24 years) vs VICAX (13 years). VICAX (1.91) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). CWGFX has a lower initial minimum investment than VICAX: CWGFX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 6.80 vs. CWGFX (1.56). CWGFX return over 5 years is better than : 52.82 vs. VICAX (-9.23).
| CWGFX | VICAX | CWGFX / VICAX | |
| Total Expense Ratio | 0.80 | 1.73 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.91 | 42% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 0.528 | 8.812 | 6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 53.1M | 239,171% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 1.56 | 6.80 | 23% |
| Returns for 3 years | 19.80 | 0.54 | 3,648% |
| Returns for 5 years | 52.82 | -9.23 | -572% |
| Returns for 10 years | 44.49 | -19.59 | -227% |
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