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CWICX vs CWIEX
CWICX vs CWIEX Comparison
Open Charts CWICX vs CWIEX
American Funds Capital World Gr&Inc 529C
Price$70.70
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
American Funds Capital World Gr&Inc 529E
Price$70.75
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
CWICX vs CWIEX Comparison Chart in %
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CWICX vs. CWIEX commentary
Jul 17, 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 CWICX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX (136B) and CWIEX (136B) have equal amount of cash in the bank . CWIEX pays higher dividends than CWICX: CWIEX (1.25) vs CWICX (0.78). CWICX was incepted earlier than CWIEX: CWICX (23 years) vs CWIEX (23 years). CWICX (1.53) is less costly to investors than CWIEX (1.00). CWICX (27.00) and CWIEX (27.00) have comparable annual turnover. CWICX (250) and CWIEX (250) have matching initial minimum investment requirements. CWIEX annual gain was more profitable for investors over the last year : 6.58 vs. CWICX (6.02). CWIEX return over 5 years is better than : 50.82 vs. CWICX (46.89).
| CWICX | CWIEX | CWICX / CWIEX | |
| Total Expense Ratio | 1.53 | 1.00 | 153% |
| Annual Report Gross Expense Ratio | 1.53 | 1.00 | 153% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.451 | 12.761 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 136B | 100% |
| Annual Yield % from dividends | 0.78 | 1.25 | 63% |
| Returns for 1 year | 6.02 | 6.58 | 91% |
| Returns for 3 years | 49.40 | 51.80 | 95% |
| Returns for 5 years | 46.89 | 50.82 | 92% |
| Returns for 10 years | 64.72 | 73.78 | 88% |
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