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CWIAX vs VICEX
CWIAX vs VICEX Comparison
Open Charts CWIAX vs VICEX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
USA Mutuals Vice Investor
Price$24.57
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets54.34M
CWIAX vs VICEX Comparison Chart in %
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CWIAX vs. VICEX commentary
Sep 07, 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VICEX (54.3M). CWIAX pays higher dividends than VICEX: CWIAX (1.43) 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). VICEX annual gain was more profitable for investors over the last year : 14.71 vs. CWIAX (13.15). CWIAX return over 5 years is better than : 50.93 vs. VICEX (-9.18).
| 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 | 16.202 | 20.441 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 54.3M | 252,302% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 13.15 | 14.71 | 89% |
| Returns for 3 years | 55.56 | 9.58 | 580% |
| Returns for 5 years | 50.93 | -9.18 | -555% |
| Returns for 10 years | 98.76 | -7.39 | -1,336% |
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