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CWIAX vs UICGX
CWIAX vs UICGX Comparison
Open Charts CWIAX vs UICGX
American Funds Capital World Gr&Inc 529A
Price$63.62
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Victory Capital Growth Institutional
Price$12.70
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets909.58M
CWIAX vs UICGX Comparison Chart
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CWIAX vs. UICGX commentary
Apr 03, 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 Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. UICGX (910M). UICGX pays higher dividends than CWIAX: UICGX (1.81) vs CWIAX (1.63). CWIAX was incepted earlier than UICGX: CWIAX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than CWIAX (0.78). UICGX is a more actively managed with annual turnover of: 59.00 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 : 0.84 vs. UICGX (-4.20). CWIAX return over 5 years is better than : 73.36 vs. UICGX (65.18).
| CWIAX | UICGX | CWIAX / UICGX | |
| Total Expense Ratio | 0.78 | 1.16 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.80 | 43% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.873 | -0.551 | -158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 910M | 13,516% |
| Annual Yield % from dividends | 1.63 | 1.81 | 90% |
| Returns for 1 year | 0.84 | -4.20 | -20% |
| Returns for 3 years | 14.32 | 6.33 | 226% |
| Returns for 5 years | 73.36 | 65.18 | 113% |
| Returns for 10 years | 62.19 | N/A | - |
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