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CWIAX vs UICGX
CWIAX vs UICGX Comparison
Open Charts CWIAX vs UICGX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets125.76B
Victory Capital Growth Institutional
Price$12.94
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets941.99M
CWIAX vs UICGX Comparison Chart
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CWIAX vs. UICGX commentary
Jan 18, 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 CWIAX is a StrongBuy and UICGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 126B vs. UICGX (942M). CWIAX pays higher dividends than UICGX: CWIAX (1.67) vs UICGX (0.91). CWIAX was incepted earlier than UICGX: CWIAX (23 years) vs UICGX (9 years). UICGX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UICGX: CWIAX (250) vs UICGX (1000000). CWIAX annual gain was more profitable for investors over the last year : 10.91 vs. UICGX (7.28). CWIAX return over 5 years is better than : 32.16 vs. UICGX (21.55).
| CWIAX | UICGX | CWIAX / UICGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.055 | 1.339 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 942M | 13,376% |
| Annual Yield % from dividends | 1.67 | 0.91 | 183% |
| Returns for 1 year | 10.91 | 7.28 | 150% |
| Returns for 3 years | 10.75 | 5.36 | 201% |
| Returns for 5 years | 32.16 | 21.55 | 149% |
| Returns for 10 years | 69.38 | N/A | - |
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