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CWIAX vs UICGX
CWIAX vs UICGX Comparison
Open Charts CWIAX vs UICGX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Victory Capital Growth Institutional
Price$13.10
Change-$0.17 (-1.28%)
VolumeN/A
Net Assets952.99M
CWIAX vs UICGX Comparison Chart
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CWIAX vs. UICGX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. UICGX (953M). CWIAX pays higher dividends than UICGX: CWIAX (1.67) vs UICGX (0.91). CWIAX was incepted earlier than UICGX: CWIAX (23 years) vs UICGX (10 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 : 7.05 vs. UICGX (2.57). CWIAX return over 5 years is better than : 37.25 vs. UICGX (25.61).
| CWIAX | UICGX | CWIAX / UICGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.316 | 3.150 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 953M | 13,431% |
| Annual Yield % from dividends | 1.67 | 0.91 | 183% |
| Returns for 1 year | 7.05 | 2.57 | 274% |
| Returns for 3 years | 18.85 | 13.04 | 145% |
| Returns for 5 years | 37.25 | 25.61 | 145% |
| Returns for 10 years | 65.61 | N/A | - |