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CWGFX vs VICEX
CWGFX vs VICEX Comparison
Open Charts CWGFX vs VICEX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
USA Mutuals Vice Investor
Price$21.23
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets50.29M
CWGFX vs VICEX Comparison Chart
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CWGFX vs. VICEX commentary
Apr 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 VICEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. VICEX (50.3M). CWGFX pays higher dividends than VICEX: CWGFX (1.59) vs VICEX (0.00). CWGFX was incepted earlier than VICEX: CWGFX (24 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWGFX has a lower initial minimum investment than VICEX: CWGFX (250) vs VICEX (2000). VICEX annual gain was more profitable for investors over the last year : -0.61 vs. CWGFX (-4.10). CWGFX return over 5 years is better than : 46.64 vs. VICEX (-11.82).
| CWGFX | VICEX | CWGFX / VICEX | |
| Total Expense Ratio | 0.80 | 1.73 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.91 | 42% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -4.156 | 3.578 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 50.3M | 232,604% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | -4.10 | -0.61 | 670% |
| Returns for 3 years | 9.79 | -10.83 | -90% |
| Returns for 5 years | 46.64 | -11.82 | -395% |
| Returns for 10 years | 32.33 | -25.92 | -125% |
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