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CWIAX vs VICEX
CWIAX vs VICEX Comparison
Open Charts CWIAX vs VICEX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
USA Mutuals Vice Investor
Price$23.46
Change-$0.22 (-0.93%)
VolumeN/A
Net Assets51.13M
CWIAX vs VICEX Comparison Chart in %
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CWIAX vs. VICEX 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. VICEX (51.1M). CWIAX pays higher dividends than VICEX: CWIAX (1.36) vs VICEX (0.00). CWIAX was incepted earlier than VICEX: CWIAX (24 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWIAX has a lower initial minimum investment than VICEX: CWIAX (250) vs VICEX (2000). CWIAX annual gain was more profitable for investors over the last year : 12.18 vs. VICEX (8.23). CWIAX return over 5 years is better than : 44.89 vs. VICEX (-15.97).
| CWIAX | VICEX | CWIAX / VICEX | |
| Total Expense Ratio | 0.78 | 1.73 | 45% |
| Annual Report Gross Expense Ratio | 0.78 | 1.91 | 41% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 18.952 | 16.078 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 51.1M | 272,016% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 12.18 | 8.23 | 148% |
| Returns for 3 years | 51.61 | 0.80 | 6,437% |
| Returns for 5 years | 44.89 | -15.97 | -281% |
| Returns for 10 years | 96.19 | -15.66 | -614% |
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