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CWIAX vs USAWX
CWIAX vs USAWX Comparison
Open Charts CWIAX vs USAWX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Victory Sustainable World
Price$30.08
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets1.42B
CWIAX vs USAWX Comparison Chart
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CWIAX vs. USAWX commentary
Jan 19, 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 USAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. USAWX (1.42B). CWIAX pays higher dividends than USAWX: CWIAX (1.67) vs USAWX (0.94). CWIAX was incepted earlier than USAWX: CWIAX (23 years) vs USAWX (32 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. USAWX (23.00). CWIAX has a lower initial minimum investment than USAWX: CWIAX (250) vs USAWX (3000). USAWX annual gain was more profitable for investors over the last year : 15.54 vs. CWIAX (10.91). CWIAX return over 5 years is better than : 32.16 vs. USAWX (20.53).
| CWIAX | USAWX | CWIAX / USAWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.055 | 1.219 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.42B | 8,931% |
| Annual Yield % from dividends | 1.67 | 0.94 | 177% |
| Returns for 1 year | 10.91 | 15.54 | 70% |
| Returns for 3 years | 10.75 | 15.64 | 69% |
| Returns for 5 years | 32.16 | 20.53 | 157% |
| Returns for 10 years | 69.38 | 17.74 | 391% |