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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World A
Price$33.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Nov 20, 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 Hold and USWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. USWGX (1.5B). CWIAX pays higher dividends than USWGX: CWIAX (1.36) vs USWGX (1.27). 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 : 12.18 vs. USWGX (8.11). CWIAX return over 5 years is better than : 44.89 vs. USWGX (26.71).
| 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 | 18.952 | 14.406 | 132% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.36 | 1.27 | 107% |
| Returns for 1 year | 12.18 | 8.11 | 150% |
| Returns for 3 years | 51.61 | 54.41 | 95% |
| Returns for 5 years | 44.89 | 26.71 | 168% |
| Returns for 10 years | 96.19 | 28.07 | 343% |
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