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CWGFX vs VICEX
CWGFX vs VICEX Comparison
Open Charts CWGFX vs VICEX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
USA Mutuals Vice Investor
Price$24.57
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets54.34M
CWGFX vs VICEX Comparison Chart in %
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CWGFX vs. VICEX commentary
Sep 07, 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 StrongBuy and VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VICEX (54.3M). CWGFX pays higher dividends than VICEX: CWGFX (1.39) vs VICEX (0.00). CWGFX was incepted earlier than VICEX: CWGFX (25 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 : 14.71 vs. CWGFX (13.11). CWGFX return over 5 years is better than : 46.91 vs. VICEX (-9.18).
| CWGFX | VICEX | CWGFX / VICEX | |
| Total Expense Ratio | 0.80 | 1.73 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.91 | 42% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 16.146 | 20.441 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 54.3M | 252,302% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 13.11 | 14.71 | 89% |
| Returns for 3 years | 53.92 | 9.58 | 563% |
| Returns for 5 years | 46.91 | -9.18 | -511% |
| Returns for 10 years | 75.40 | -7.39 | -1,020% |
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