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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World Institutional
Price$34.28
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Oct 11, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. UIWGX (1.53B). UIWGX pays higher dividends than CWIAX: UIWGX (1.59) vs CWIAX (1.39). 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 : 11.91 vs. UIWGX (9.30). CWIAX return over 5 years is better than : 54.62 vs. UIWGX (35.54).
| 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 | 20.965 | 16.296 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.39 | 1.59 | 87% |
| Returns for 1 year | 11.91 | 9.30 | 128% |
| Returns for 3 years | 72.02 | 74.01 | 97% |
| Returns for 5 years | 54.62 | 35.54 | 154% |
| Returns for 10 years | 101.85 | 34.84 | 292% |
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