Interact to see
Advertisement
Advertisement
CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Victory Sustainable World A
Price$32.35
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.45B
CWIAX vs USWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. USWGX 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. USWGX (1.45B). CWIAX pays higher dividends than USWGX: CWIAX (1.46) vs USWGX (1.37). CWIAX was incepted earlier than USWGX: CWIAX (23 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 : 16.39 vs. USWGX (13.88). CWIAX return over 5 years is better than : 50.03 vs. USWGX (30.32).
| CWIAX | USWGX | CWIAX / USWGX | |
| Total Expense Ratio | 0.78 | 1.38 | 57% |
| Annual Report Gross Expense Ratio | 0.78 | 1.77 | 44% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.493 | 9.042 | 149% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.45B | 9,285% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 16.39 | 13.88 | 118% |
| Returns for 3 years | 44.09 | 42.85 | 103% |
| Returns for 5 years | 50.03 | 30.32 | 165% |
| Returns for 10 years | 79.70 | 17.85 | 446% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement