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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$72.05
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Victory Sustainable World A
Price$32.84
Change+$0.16 (+0.49%)
VolumeN/A
Net Assets1.47B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Sep 04, 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: 137B vs. USWGX (1.48B). CWIAX pays higher dividends than USWGX: CWIAX (1.43) vs USWGX (1.34). 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 : 11.05 vs. USWGX (8.20). CWIAX return over 5 years is better than : 49.13 vs. USWGX (28.76).
| 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 | 14.816 | 10.256 | 144% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,288% |
| Annual Yield % from dividends | 1.43 | 1.34 | 107% |
| Returns for 1 year | 11.05 | 8.20 | 135% |
| Returns for 3 years | 53.14 | 51.98 | 102% |
| Returns for 5 years | 49.13 | 28.76 | 171% |
| Returns for 10 years | 100.85 | 32.11 | 314% |
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