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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World A
Price$34.18
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Oct 10, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. USWGX (1.53B). CWIAX pays higher dividends than USWGX: CWIAX (1.39) vs USWGX (1.30). CWIAX was incepted earlier than USWGX: CWIAX (24 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWIAX (0.78). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). USWGX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than USWGX: CWIAX (250) vs USWGX (2500). CWIAX annual gain was more profitable for investors over the last year : 11.91 vs. USWGX (8.93). CWIAX return over 5 years is better than : 54.62 vs. USWGX (33.14).
| CWIAX | USWGX | CWIAX / USWGX | |
| Total Expense Ratio | 0.78 | 1.38 | 57% |
| Annual Report Gross Expense Ratio | 0.78 | 1.77 | 44% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 20.965 | 15.958 | 131% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.39 | 1.30 | 107% |
| Returns for 1 year | 11.91 | 8.93 | 133% |
| Returns for 3 years | 72.02 | 72.26 | 100% |
| Returns for 5 years | 54.62 | 33.14 | 165% |
| Returns for 10 years | 101.85 | 32.73 | 311% |
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