Interact to see
Advertisement
Advertisement
CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World Institutional
Price$34.05
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIAX vs UIWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. UIWGX commentary
Nov 20, 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 Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. UIWGX (1.5B). UIWGX pays higher dividends than CWIAX: UIWGX (1.56) vs CWIAX (1.36). CWIAX was incepted earlier than UIWGX: CWIAX (24 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 : 12.18 vs. UIWGX (8.49). CWIAX return over 5 years is better than : 44.89 vs. UIWGX (28.95).
| CWIAX | UIWGX | CWIAX / UIWGX | |
| Total Expense Ratio | 0.78 | 1.03 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.44 | 54% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.952 | 14.777 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.36 | 1.56 | 87% |
| Returns for 1 year | 12.18 | 8.49 | 144% |
| Returns for 3 years | 51.61 | 55.98 | 92% |
| Returns for 5 years | 44.89 | 28.95 | 155% |
| Returns for 10 years | 96.19 | 30.12 | 319% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement