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CWICX vs CWIFX
CWICX vs CWIFX Comparison
Open Charts CWICX vs CWIFX
American Funds Capital World Gr&Inc 529C
Price$71.38
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets135.35B
American Funds Capital World Gr&Inc 529F
Price$71.60
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
CWICX vs CWIFX Comparison Chart in %
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CWICX vs. CWIFX commentary
Aug 09, 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 StrongBuy and CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX (135B) and CWIFX (135B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWICX: CWIFX (1.60) vs CWICX (0.78). CWICX was incepted earlier than CWIFX: CWICX (23 years) vs CWIFX (23 years). CWICX (1.53) is less costly to investors than CWIFX (0.86). CWICX (27.00) and CWIFX (27.00) have comparable annual turnover. CWICX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 14.51 vs. CWICX (13.46). CWIFX return over 5 years is better than : 52.03 vs. CWICX (45.14).
| CWICX | CWIFX | CWICX / CWIFX | |
| Total Expense Ratio | 1.53 | 0.86 | 178% |
| Annual Report Gross Expense Ratio | 1.53 | 0.86 | 178% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.533 | 14.167 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 0.78 | 1.60 | 49% |
| Returns for 1 year | 13.46 | 14.51 | 93% |
| Returns for 3 years | 42.29 | 46.29 | 91% |
| Returns for 5 years | 45.14 | 52.03 | 87% |
| Returns for 10 years | 69.00 | 86.00 | 80% |