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CWICX vs UICGX
CWICX vs UICGX Comparison
Open Charts CWICX vs UICGX
American Funds Capital World Gr&Inc 529C
Price$63.50
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Victory Capital Growth Institutional
Price$12.70
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets909.58M
CWICX vs UICGX Comparison Chart
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CWICX vs. UICGX commentary
Apr 03, 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 UICGX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. UICGX (910M). UICGX pays higher dividends than CWICX: UICGX (1.81) vs CWICX (0.87). CWICX was incepted earlier than UICGX: CWICX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than CWICX (1.53). UICGX is a more actively managed with annual turnover of: 59.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than UICGX: CWICX (250) vs UICGX (1000000). CWICX annual gain was more profitable for investors over the last year : 0.09 vs. UICGX (-4.20). CWICX (66.86) and UICGX (65.18) have equivalent 5 years return.
| CWICX | UICGX | CWICX / UICGX | |
| Total Expense Ratio | 1.53 | 1.16 | 132% |
| Annual Report Gross Expense Ratio | 1.53 | 1.80 | 85% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.674 | -0.551 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 910M | 13,516% |
| Annual Yield % from dividends | 0.87 | 1.81 | 48% |
| Returns for 1 year | 0.09 | -4.20 | -2% |
| Returns for 3 years | 11.72 | 6.33 | 185% |
| Returns for 5 years | 66.86 | 65.18 | 103% |
| Returns for 10 years | 50.22 | N/A | - |