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CWIAX vs UICGX
CWIAX vs UICGX Comparison
Open Charts CWIAX vs UICGX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Victory Capital Growth Institutional
Price$12.66
Change-$0.57 (-4.31%)
VolumeN/A
CapitalizationN/A
CWIAX vs UICGX Comparison Chart
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CWIAX vs. UICGX commentary
Dec 19, 2024
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 Buy and UICGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B vs. UICGX (955M). 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 : 12.04 vs. UICGX (10.22). CWIAX return over 5 years is better than : 37.08 vs. UICGX (26.73).
| 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 | 10.448 | 8.742 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 955M | 12,670% |
| Annual Yield % from dividends | 1.67 | 0.91 | 183% |
| Returns for 1 year | 12.04 | 10.22 | 118% |
| Returns for 3 years | 12.14 | 8.03 | 151% |
| Returns for 5 years | 37.08 | 26.73 | 139% |
| Returns for 10 years | 69.21 | N/A | - |
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