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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Victory Sustainable World Institutional
Price$32.39
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets1.45B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Aug 08, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. UIWGX (1.45B). UIWGX pays higher dividends than CWIAX: UIWGX (1.68) vs CWIAX (1.46). CWIAX was incepted earlier than UIWGX: CWIAX (23 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIAX (0.78). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UIWGX: CWIAX (250) vs UIWGX (1000000). CWIAX annual gain was more profitable for investors over the last year : 15.76 vs. UIWGX (13.48). CWIAX return over 5 years is better than : 49.68 vs. UIWGX (31.88).
| CWIAX | UIWGX | CWIAX / UIWGX | |
| Total Expense Ratio | 0.78 | 1.03 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.44 | 54% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.222 | 8.671 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.45B | 9,285% |
| Annual Yield % from dividends | 1.46 | 1.68 | 87% |
| Returns for 1 year | 15.76 | 13.48 | 117% |
| Returns for 3 years | 44.28 | 43.49 | 102% |
| Returns for 5 years | 49.68 | 31.88 | 156% |
| Returns for 10 years | 81.06 | N/A | - |
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